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Financial Planner, Teacher, Dream Builder
While I have gained experience in a variety of industries ranging from customer service to project management to training, I am a financial planner with a focus on teaching families not only how to attain their goals and dreams but how to turn money into a tool that works for them. I help families determine what is important to them and their financial future thus creating a foundation that we can build on creating a partnership that benefits not only the client but the company.
Personal Financial Advisor
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Personal Financial Advisor |
Education level: |
Bachelor |
Will Relocate: |
Yes |
