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Manager Overview
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Full Financial Planner
Specializing in tax advantage investments. |
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Experience & Disclosure
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Work Experience:
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12 Year Income Tax Prep and Advice
10 Year Life Insurance and Investments
6 Years Investment Advisor Rep.
5 Year Property Insurance & Health Insurance
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Academic Background:
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Degree in Finance
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Services
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Types of Investments:
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Stocks, Bonds, Municipal Bonds, CD's, Annuities, Mutual Funds, ETF's |
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Qualifications
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Certifications, Accreditations and Designations:
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CERTIFIED FINANCIAL PLANNER |
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Number of Advisors in Office:
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2 |
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Compensation
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New Client Minimum Portfolio Size:
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50,000 |
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Fee:
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1% portfolio or $100/hr |
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Money Manager Articles
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