Tushingham Wealth Strategies helps business ownersand executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.
CFP® - Certified Financial Planner
With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years. Since 2003, I have utilized my Wall Street experience and CFP® certification to manage and grow a successful financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.
DESCRIPTION The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - Co0VP44ZQou91URheTEZ_w
Disclosures Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina