I have over 25 years experience in the financial services industry as an executive and educator, formerly VP/Regional Director of Mutual Funds, Institutional Funds, and Hedge Funds for a major stockbrokerage firm. I am a Certified Financial Planner (CFP®) and strictly in the education business. I do not invest money or act as a financial advisor to clients or accept investment commissions or fees. I believe having a trusted Financial Advisor is one of the keys to investment success and would be happy to recommend one if you do not already have one.

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