FAQs
- What education and/or training do you have that relates to your work?
Every year there are requirements to bring us up to date as far as changes in the tax laws and in the field of insurance and financial advice. I am constantly attending continuing education courses and seminars to advance my knowledge of tax and financial regulations.
- How did you get started doing this type of work?
My previous work experience includes working at the Federal Reserve Bank of New York. I found financial analysis and setting up financial strategies intriguing and decided to share what I learned throughout my life with clients and friends.
- What types of customers have you worked with?
Analyze client's financial standing, apply thorough analysis to their financial needs, listen to their financial goals and personal legacies and help map a plan for them to achieve financial independence.