Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what they offer, but what you really need are answers to basic financial planning questions.
I offer on-demand and unbiased financial planning services at affordable and transparent fixed prices. I do not receive fees from any direct or indirect third parties so my commitment is exclusively to my client. I do not take custody of your assets but instead, offer a much better approach -- guiding you to use low cost mutual funds for your investments.
Are you looking for expert and comprehensible financial planning that can guide you through all phases of your life? I create a financial roadmap with you, advise you how to invest your 401K, IRA, and other savings, plan your retirement strategy, and provide trustworthy and understandable financial guidance for other questions you may have.
I began my career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out. My mission is to level the playing field between Wall Street firms and Main Street clients by offering on-demand financial planning services that are unbiased, understandable, and actionable. I earned an Economics degree from Brown University and an MBA from the Yale School of Management.
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