I became a finaial adivsor in 1986. Now as a reformed financial advisor, I call myself a "Financial-Prenuer. I am a mix of financial expert and entrepreneur.
You have to have a way of doing things outside the traditions box or your bound to stay inside the box, like most of Wall Street and the Financial Planning commmunity.
Speaking to audiences interested in business, investing, and wealth, I will bring to life topics and innovative ideas and strategies seldom taught.
My foucs is on empowering and educating people to make wise financial decsions for all their goals and objectives and see them through to their successful conclusion.
I use real life stories and examples to entertain and enlighten my audiences.
