Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ Professional
In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan and other benefits that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should actually be saving every year towards retirement. That led me to read everything possible about personal finance that I could get my hands on, and shortly after, transition into financial planning as a profession.
I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics from Villanova University. I earned my Enrolled Agent in 2013. I now have more than 11 years’ of experience giving financial advice.
My process begins with a simple and free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality, and trust.
I hope to work with you.
Schedule a FREE Initial Call with me
Email Me: firstname.lastname@example.org
Call Me: (619) 567-9306 x1
Physical Location: Memphis, TN