Chartered Financial Analyst (CFA) charterholder / Certified Financial Planner (CFP®) certificant with more than 20 years experience in the financial services industry. Co-founded current business over 15 years ago with a passion for helping people with their investment management and financial planning needs. Specialties: -investment / portfolio management -retirement planning strategies -tax planning strategies -estate planning strategies -insurance planning strategies -real estate planning strategies -client service