Sold my successful Investment Advisory Business and want to impart my wisdom, expertise and skills to help the public become better informed about creating wealth and managing money. Whether on their own t or through a qualified professional. If with an advisor to teach you what you need to know to keep your advisor on his/her toes.
I created my own business from scratch over 40 years ago. Sold it and now enjoy a comfortable retirement. I managed money for about 150 clients. Some very...
Sold my successful Investment Advisory Business and want to impart my wisdom, expertise and skills to help the public become better informed about creating wealth and managing money. Whether on their own t or through a qualified professional. If with an advisor to teach you what you need to know to keep your advisor on his/her toes.
I created my own business from scratch over 40 years ago. Sold it and now enjoy a comfortable retirement. I managed money for about 150 clients. Some very wealthy but most just average folks trying to grow their money based on their risk tolerance, goals and time horizon. I had 4 employees and mentored each one of them. I love to share my knowledge to people who want to learn.
I was president of the Financial Planning Association for Ventura County and helped mentor many your financial planners. I was former president of The Boys & Girls Clubs of Ventura County and am currently an Honorary Board Member. I enjoyed working with the children.
I earned my CFP in 1991. and use an educational style of working with clients .
I'm looking for adults however if you're a young person and have interest in learning about money, give me a call. I'll give you a special rate if you are under 21.
