Not Your Average Advisor

Financial Services - Boca Raton, Florida, United States

Not Your Average Advisor Details

By having my bachelor's degree in accounting and being eligible to sit for the CFP® exam after already having completed the education coursework requirement, I am in a great position to help others. I aim to help Millennials manage their finances through budgeting, retirement planning, and teaching financial literacy. I make sure you are properly protected, help you become debt free and financially independent. Unlike many others who cater to the super rich, my goal is to help Middle Class America. This as well as being an accountant helps me stand apart. I can do peoples' taxes which helps me get a complete financial picture, so we can come up with a game plan that can lead to financial independence.I have had multiple small businesses in my life and feel owning your own business is the only way to truly find freedom and get ahead. This is why I also offer an amazing business opportunity.

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Employees: 0
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Location: Boca Raton, Florida, United States
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