FAQs
- What education and/or training do you have that relates to your work?
4 years of college personal accounting 9 years of investment experience 700+ credit score Managing 350k worth of financial assets Own multiple properties
- How did you get started doing this type of work?
Always had a passion for math, budgets, and investments. So before the financial crisis hit I started advertising my expertise to my circle of friends and it grew from there.
- What types of customers have you worked with?
Negative net worth clients 18-21 year olds just starting out Retirees and clients a few years away from retirement Clients with incomes over 100k annually