Certified College Funding Specialist®
One of our biggest financial decisions, second only to your house, is purchasing a college education for each of your children. We use a realtor to help and advice us purchase each house that we live in. We use a CPA to do our taxes to try to minimize our taxes. If you use licensed professionals to help you with your major financial decision, shouldn't you be doing likewise when purchasing a College Education which can now be more than $250,000?
If you answered, I have a Financial Advisor; do you go to a specialist when you have a pain in the chest or a general practitioner? I am your College Funding SPECIALIST, here to help find a college that suits your student's abilities and wont break the bank or ruin your retirement!
I am a Behavioral Financial Advisor (BFATM). This means that I help/coach you to make financial decisions to further your journey towards your goals and make sure that your goals are aligned with your VALUES as failure to do this is a core reason that people are not successful.
Licensed - Yes
License No - 6012402
License Type - Securities & Insurance