Private Financial Planning Practice since Aug 2008
Wealth Advisor
Education:
The American College 2008 - 2010
6 Courses:
Financial Planning: Process and Environment
Fundamentals of Insurance Planning
Fundamentals of Income Taxation
Planning for Retirement Needs
Fundamentals of Investments for Financial Planning
Fundamentals of Estate Planning
Miami University 2001 - 2005
Business, Finance
Athens High School 1997 - 2001
Skills:
Estate Planning Financial Advisory High Net Worth Certified Financial Financial Planners Retirement Planning Wealth Management Services Comprehensive Wealth Financial Modeling Communication Mentoring Investment Advisory Wealth Management Emotional Intelligence Cash Flow Forecasting High Net Worth Individuals Risk Management Personal Financial Certified Financial Planner Lifelong Learning Wealth Personal Financial Planning Employee Stock Options Client Focus Comprehensive Wealth Management Investment Management
Interests:
Family Leadership Listening To Other People's Stories Children Economic Empowerment Outdoors Education Skiing (Snow and Water) Self Development Basketball Ping Pong Running Driving Hip Hop Health
Thomas Blower (1971-1975), Edward Lau (1977-1981), Elizabeth Cromp (1968-1972), Chau Nguyen (1978-1982), Sally Bernstein (2000-2004), George Hoppin (1945-1949)