I’m a financial advisor helping individuals, families, and businesses, obtain security and stability in their financial lives. My passion is showing people and businesses how they can match their finances with their values through sustainable finance.
Have you ever tried to navigate the financial rapids that is the river we all go down called life? There can be turbulent waters at any time with many different threats that may make you capsize:
- Job change
I am there for my clients to help them chart the safest path for their and their loved one’s future.
Having a plan in place and making sure that the plan is protected while continually monitoring to make sure it makes sense is what I do.
The most important step is the first one, taking a hard look at your financial life with an open mind. I will help you do that and all it requires is reaching out and asking. Contact me today at firstname.lastname@example.org or booking an appointment here.
Registered Representative & Financial Advisor of Park Avenue Securities. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.