Hourly, customized investment advice, as needed. I help existing do-it-yourself (DIY) investors and people who are transitioning away from a high-fee adviser to self-management.This fee-for-service concept is ideally suited for those who desire occasional professional help without the cost of an ongoing adviser fee or the hassle of financial product pitches. Clients include individual investors, trustees of family wealth, employers who oversee retirement plans, and fiduciaries who are responsible for managing the investments of non-profit organizations. No client is too small and no client is too large.

● Created, implemented & managed firm portfolios based on my master’s thesis on investing● Produced investment research to assist firm CEO in portfolio decision-making● Created all firm workflows in JunXure Cloud for investment management and financial planning● Ghost-wrote blog posts on financial concepts for distribution to clients, syndicated on Yahoo! Finance, NASDAQ, The Times of San Diego, and the Financial Planning Association (FPA)● Developed comprehensive financial plans for high-net worth clients in eMoney Advisor