As a Certified Financial Planner (CFP), I am driven by my persistence to help clients achieve their financial goals. Entered the financial industry in my early 30s as a mid-career transition, bringing with me a wealth of life experience and a fresh perspective. With a deep understanding of the financial landscape and equipped with up-to-date knowledge as a CFP, I am committed to providing personalized solutions that meet the unique needs of each of my clients and believe in building long-lasting relationships based on trust, transparency, and exceptional service. Whether you are planning for retirement, saving for your children’s education, filling in the gaps in your medical protection, or growing your wealth, I am here to help you every step of the way.
Financial Planning via Wealth Protection, Wealth Accumulation/Enhancement, Retirement Planning and Wealth Distribution
Managing Business Operational Risk For Business Owners|Employee Retention|Biz Exit Strategies
FA Quality Prestige Class [2013/2014]
FA Quality Merit Class [2017]
Certified Financial Planner [CFP]
As a Certified Financial Planner (CFP), I am driven by my persistence to help clients achieve their financial goals. Entered the financial industry in my early 30s as a mid-career transition, bringing with me a wealth of life experience and a fresh perspective. With a deep understanding of the financial landscape and equipped with up-to-date knowledge as a CFP, I am committed to providing personalized solutions that meet the unique needs of each of my clients and believe in building long-lasting relationships based on trust, transparency, and exceptional service. Whether you are planning for retirement, saving for your children’s education, filling in the gaps in your medical protection, or growing your wealth, I am here to help you every step of the way.
Financial Planning via Wealth Protection, Wealth Accumulation/Enhancement, Retirement Planning and Wealth Distribution
Managing Business Operational Risk For Business Owners|Employee Retention|Biz Exit Strategies
FA Quality Prestige Class [2013/2014]
FA Quality Merit Class [2017]
Certified Financial Planner [CFP]
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