- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
|Guide Wealth Management, LLC||5 years, 9 months||May 2014 - Present|
|Zensho Consulting Group||1 year, 6 months||Dec 2012 - Jun 2014|
|Adept Group||6 years, 10 months||Jan 2006 - Nov 2012|
Designations & Memberships
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Enrolled AgentDesignationAn Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.
Articles and Answers
Licenses & Conducts
Guide Wealth Management
$5.7MTotal Assets Under Management
N/ATotal Assets Under Advisement
$62.5KEstimated Average Account Balance