In 2014 I was graduating college with a degree in Arabic and Middle Eastern Studies and I realized I didn't know anything about money.
So I got a job at Fidelity Investments so I could learn everything I could about investing and building wealth.
I discovered that I loved learning about it, was good at it, and people like me needed help.
I started pursuing the Certified Financial Planner designation and helped thousands of people sort through their financial questions and find solutions.
In 1 year I was promoted 4 times and tripled my income.
Then, in 2016 I was head hunted by a small wealth management firm to build out their financial planning offering.
Over the next 2.5 years:
- I finished the rigorous requirements to become a CFP pro
- Created a financial planning process that added millions of dollars of net worth to our clients
- 3X the assets of the firm
The number 1 thing I learned is that planning often has a higher ROI than investment management.
That was when I saw a HUGE problem: The financial services industry was leaving a lot of people behind.
The vast majority of advisors are playing one of two games:
1. Get more assets under management
2. Sell as many products to as many people as possible
This means the best advisors only help those who already have a ton of money (older people), and the rest only do enough "planning" to present their product as the solution.
You don't need that. You need a comprehensive financial game plan that gets you what you want. You need conflict free advice that gets you to where you want to be as efficiently as possible.
That's what I do. If you want to see an example, check out the free client case study and fill out an application to chat with me.