What I can help you achieve
Financial Independence | Retirement Planning | Investment Planning | Tax Planning | Estate Planning | Financial Plan | Manage & Build your Wealth | Insurance Planning
Financial Independence | Retirement Planning | Investment Planning | Tax Planning | Estate Planning | Financial Plan | Manage & Build your Wealth | Insurance Planning
I am originally from Lille (France). During my international business studies, I first arrived in the United States in 2014 to deepen my knowledge of the American culture and English language. Throughout my experiences in America, I developed a passion for Financial Planning and I am now eager to help the local and international community through trust, transparency, and education.
Being a French born financial advisor, my approach to personal financial planning is to obtain from you relevant financial information that will help me serve you in your best interest. I started my financial career in Grand Rapids, MI where my wife and I got married in 2018 and then decided to move back to Orlando, FL where she and I first met in 2016.
I am very excited to help the Orlando local and US resident expatriates communities.
Series 7
General Securities Representative Examination
Series 66
Uniform Combined State Law Examination
Florida 2-15
Resident Health & Life
Annuities, Variable Contracts
Disability
SIE
Securities Industry Essentials Examination