I came to the financial services industry via an arts background and have used that creativity to build a profitable fee-only financial advising practice that doesn’t make commissions or sell products. Clarity and transparent guidance are our objectives and we aim to educate clients about their money and help them achieve their goals.
Studying for the Series 7, 65, and CFP exams was time consuming and the test was nerve wracking. I love to help people exploring the industry navigate the ins and outs of certification and testing. There are a lot of options out there and lots of ways to prepare.
If you’re already well on your way to certification, we can talk about finding a firm that’s right for your outlook and approach to money. Or, we can talk about starting your own firm and finding your niche.