Why should we work together?

Mutual Goals

When you are successful, we become successful. The more your account grows, the more we are compensated.

Network

We maintain a network of trusted professionals including CPAs and Attorneys to assist you with any of your financial planning needs.

Direct Access to Me

Forget about dealing with secretaries or assistants who never heard of you. When we work together, you & I are in direct communication at all time.

Save Time

Save time by allowing a professional to consistently review your accounts.

My strategies allow you to maintain your flexibility while also making smart financial decisions to help protect and plan for your future.

Why I decided to become a financial planner in the US?

 

I decided to go into Financial Planning because I have been in your shoes and I understand. When I first moved to the US, I didn’t know where to start organizing my personal finances. Through self-education that led to formal education, I developed a passion for sharing my knowledge and helping people like you.

As your financial planner, I educate myself on your situation, objectives and concerns in order to create a financial plan that best fits your needs, time horizon, and risk tolerance.

Regardless of the size of your net worth, I can offer the tools, resources, and willingness to help educate you and plan your financial freedom.

Let's Meet
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance may not be indicative of future results. Investors should consult their investment professional prior to making an investment decision. Neither Raymond James Financial Services nor any Raymond James Financial advisors render advice on tax issues, these matters should be discussed with the appropriate professional.