As a seasoned financial professional with over three decades of experience, I have always been driven by my passion for helping individuals and families achieve their financial goals. I am proud to currently serve as a Senior Wealth Advisor at Century Management, where I provide comprehensive wealth management services to a select group of clients, including financial and retirement planning, and 401k and pension planning. I have honed my skills through a diverse background in the financial industry, including 10 years in banking where I rose to the position of Branch Manager at Bank of America. My journey then took me to Charles Schwab & Company, where I worked as both an Investment