As the President and Founder of Innovestive Advisors, I am an experienced independent financial advisor focusing on providing comprehensive and customized investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs. I believe it is important to take a holistic approach to wealth management and aim to manage all aspects of my client’s financial situation. I provide clients customized advice on investment planning (Including ESG Investing, Robo Investing), retirement planning, education planning, insurance planning, estate planning and etc. We are affiliated with Private Advisor Group, a registered investm