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Ekenna CFP®, AAMS® at Bay Street
Ekenna CFP®, AAMS® at Bay Street

Ekenna CFP®, AAMS® at Bay Street

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 51 min

Introduction: I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available and accessible. I guide my customers in crafting and achieving their financial goals. My two guiding principles, along with being a fiduciary, are transparency and active communication. Qualifications: CERTIFIED FINANCIAL PLANNER™ Accredited Asset Management SpecialistSM +5 Years
Overview

Hired 6 times

1 similar job done near you

Background checked

License verified

7 employees

3 years in business

Payment methods

Apple Pay, Cash, Check, Square cash app, Venmo, Zelle

Social media

Facebook

Featured Projects

8 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

6 reviews

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Read reviews that mention:


Grace S.

Personal Financial Planning

I needed some general financial advice and I wasn't sure where to start, and Ekenna was exactly what I needed. He was honest and up-front. He also broke things down in a way that I could understand, and made everything seem simple. Thank you, Ekenna!
Sep 25, 2020
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Verified
Austin M.

He is genuinely looking out for your well being and planning on how to make your financial life better. Ekenna asks questions that you don't necessarily ask yourself and that's what you need to help plan your financial future.
Jul 22, 2020
Tomantha M.

I have never completed a financial plan but have interacted with financial advisors in my past. Never have I been INFORMED like I was during my meeting. I was not just given a report, but felt my concerns and situation were listened to and independently considered. I now understand my current financial position and what to change to meet MY financial goals for my future. I feel supported on my path to financial security and look forward to future check-ins. Ekenna was personable and, despite his depth of knowledge, never made me feel less than as he explained EVERYTHING and ensured my understanding. Thank you Ekenna!
Jul 22, 2020
Natalie A.

If you need financial guidance, Ekenna is your person. Aside from instantly feeling at ease with him, he really knew what he was talking about. He was honest without ever judging and inspiring. Thanks, Ekenna!
Jul 16, 2020
Ibrahim S.

Personal Financial Planning

Certainly the best decision we made this year. Working with Ekenna has been amazing.
Apr 16, 2021
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Verified
Credentials
License

License Type: Investment Adviser Representative (CA)

License verified on 7/13/2020

Background Check

Ekenna Anya-Gafu

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Price varies depending on client circumstances and the complexity of current situations or future goals.

  • What is your typical process for working with a new customer?

    There is a 4 step process for new clients. 1) Getting to know each other, determining services needed and complexity of current situation. This is what price will be based on. If accepted moving forward with the data gathering. 2)Continue gathering information about you and your family's goals including but not limited to (College Planning, Retirement/Estate planning, etc.) 3) I make my recommendations of how to optimize current situation for goals now and later. 4)Implement an agreed upon solution and monitor moving forward.

  • What education and/or training do you have that relates to your work?

    I graduated with a BS in Finance and Economics, along with a minor in Behavioral Studies. I am licensed through FINRA with a series 7,63,66, and SIE. I've passed examinations to become a Certified Financial Planner, and an Accredited Asset Management Specialist.

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