FAQs
- What education and/or training do you have that relates to your work?
Yes it is required by the licensing agency every year.
- How did you get started doing this type of work?
I came up through the banking world and enjoyed helping customers then ventured out on my own.
- What types of customers have you worked with?
Educate people on how to manage their finances better. For small companies help design a pathway to better their performance.