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Sensible financial planning | Unwavering dedication

Accounting en financiën

I am a financial advisor (CFP) that runs his own practice but part of a larger organization that has its own brand. My clients are very successful and accomplished yet humble, approachable and down to earth. People have described my practice as a sentient one. Able to perceive, feel, intuit. A very personal empathic approach to financial planning I am starting to focus more on working with strong successful women. I find them task and goal-oriented and they focus on results and accomplishments. They also share their feelings much easier so they are easier to work with. My successful male clients have remarked one of the reasons they work with me is because their wives were very comfortable with my approach. I don't do well with the stereotypical country club type and want to convey approachability and casual sophistication, not stuffy. Also tend to do with with successful minorities I am a financial advisor associated with a larger firm Bleakley Financial but seeking to express my own identity and style

I am a financial advisor associated with a larger firm (Bleakley FInancial). They have deep resources and growing rapidly

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