Expertise
- Wealth Management
- investment planning
- Cost & Efficiency Savings
- Financal services
- banking and financial services
Summary
The world is filled with good financial advisors/planners, bankers, CPAs, and attorneys, but how many have improved your company's profitability and market value?
Well-rounded advisors bring holistic vision and strategies to their client's financial health beyond one narrow "role," so ask yourself...
What critical business insights has your financial advisor/planner and banker brought you lately?
Outside of tax prep and books, how does your CPA improve profit?
When has your lawyer vetted and introduced new resources to you?
Financial Advisors are good for financial advising- the BEST are great for business.
Please don't hesitate to contact me to see the solutions that can help your business through efficient strategies without changing suppliers, wasting time, No Risk or Upfront fees.
Experience
-
Edward Jones
Financial Advisor
- Current
Education History
-
International Business and Economics
Mary Baldwin College
2011 - 2015
Qualifications
Series 7 and Series 66 (Investment broker and Investment Adviser)
Clubs and Associations
Nawbo-LA
Culver City Chamber
Toastmasters
Rotary
Interests and Hobbies
Dogs
Instruments
Live Music
Hiking
Tennis
