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OldCFO

OldCFO
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ABOUT
I have been investing in stocks for over 36 years. I am a CFP, licensed since 1988. I was a CFO/Financial principal (series 7, 24 and 27) of a retail brokerage firm, at one time a R.I.A. (Registered Investment Advisor) and worked as a Sr. Financial Analyst for TransAmerica prior to its takeover by Aegon.

SNAPSHOT
  • Description: Investment Consultant. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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