Call Me When... Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?
CPWA® (Certified Private Wealth Advisor), CFP® (Certified Financial Planner), CIMA® (Certified Investment Management Analyst)
Member for 3 years
© 2023 XPX Global LLC. All Rights Reserved.