Tushingham Wealth Strategies helps physiciansand 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