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I am a Certified Financial Planner™ professional and a small business advisor. I graduated from Pace University with an MS in Investment Management, and have 10 years experience in stock investment. I focus more on self-training to become a professional investor. I do believe there should not be much different between Long-term investment and Short-term trade. People just need to understand how to implement strategy in different time frame and adjust by risk. I am a rare trader who believe in long-term financial planning and I still continue to find balance of two different approach.
From 2011 to 2013, I taught Retail Management and Financial Accounting in Infoserve Technologies Institute, and always educate my clients about investment for years. I consider to share more investment idea to others who really want to control their owns finance. I am not a top investor in the market yet, but I am the one who only tell the truth you have to know. If you need second opinion other than your insurance agents, bankers or investment guru, I might be the one you have to see.
According to my experience,a non-financial background individual takes only 8 hours to learn basic knowledge about managing his/her own finance. My goal is to provide financial education and share investment ideas to the people, and eventually I hope my students can avoid financial crisis hit hard on their investment and make correct financial decision.
I have two years' teaching experience in Retail Management and Accounting in Infoserve Technologies Institute from 2011 to 2013, and recently I established a Financial Advisor firm, in NYC. I am also a co-owner of New York Traditional Acupuncture P C. I have 10 years' small business experience in different areas such as restaurant, retail store, and comic book store.
I have an M.S. degree in Financial Investment Management from Pace University, and I passed the series 7 exam in 2009. Currently I am a CFP® and trying to establish my own advisor firm. As a result, I won't renew my series 7 in 2014. I have 8 years' experience investing in the stock market, and 4 years' experience managing clients' money. I am willing to provide more information to verify my CFP® designation from the board website, if requested by students.
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