I have tremendous experience in providing financial planning to high net worth investors. I have advised thousands of investors through the years across all types of industries, from CFO's, CEO's, small business owners, doctors, lawyers, accountants, executives, teachers, to name a few. I understand and communicate the basic financial principles that can help lead to a successful investing experience and a long term positive outcome. Clients that I have worked with consistently reiterated that they were likely to refer me to those they thought were in need of financial assistance. (Net Promoter Surveys and Client Service Surveys). As a CFP®, I am held