FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We work with clients in many capasities. As far as Fee Based Financial Planning our fee ranges from $1,000 to $3,000 depending on the complexity.
- What is your typical process for working with a new customer?
We take a structured approach to Financial Planning and Wealth Management. I would be happy to explain it in more detail when we talk.
- How did you get started doing this type of work?
I started investing at a young age and had a fascination with how it worked. I graduated from Towson University and began my search for work. I interviewed my parents Financial Planner who in turn let me know all about this career. I landed at Prudential in 2010 and have been helping clients ever since.