What we’re about
Budgeting and Investing - free financial advising. I’m starting this group to work 1 on 1 with people looking to clean up their financial lives and get on the right track for their financial future. I anticipate working with people for multiple sessions. I am not affiliated with any advisory firm, and I won’t be looking to sell you any products nor will I ask you for any personal information or account numbers. I have my MBA, I am CFA charterholder, and I’ve been working in the investment business for over 20 years on the accounting, tax, and operations side. I’m doing this as a way to give back and because I just enjoy it. If interested in learning more about it, join the group and message me.
Upcoming events
No upcoming events