Humanizing investing is my mission. While money can't buy happiness, it symbolizes pride and accomplishment, driving our dreams and aspirations. Financial decisions are deeply emotional, especially during stressful times when logic may falter. This is when a financial advisor can offer the most value.Growing up in an immigrant family, I learned the value of hard work early on, starting my first job at 16. My creative journey began at Tyler School of Art, leading me to New York City. There, I spent two decades as a photographer and creative director in the digital and dot-com sectors. I founded the digital department for one of the largest healthcare advertising agencies and consulted for private equity in photography-related businesses.My transition to finance was fueled by a passion for innovation and mentoring. As an active angel investor, I mentor startups, lecture at local universities, and speak at startup events. Through Dragonary Ventures, LLC, I consult for startups and pursue creative interests. With my career having irregular income, I mastered tax strategies and financial planning. Understanding personal finance has allowed me to explore new avenues, and I became a financial advisor to offer others the same freedom through proper planning.Just as no two pieces of art are the same, no two clients have the same financial goals. I strive to understand what is important to you and create a financial that enables you to live richly.FOCUS AREAS:Entrepreneurs: Drawing on my diverse experience as a department head, business lead, private equity consultant, angel investor, startup advisor, and Keiretsu member, I offer advice on complex entrepreneurial challenges.LGBT+ Finances: As a community member, I understand the unique financial challenges faced by the LGBT+ community. I can guide you through your specific financial needs.Socially Conscious Investing: Together, we can drive positive change through ESG investments, making informed choices that align with your values and impact the world positively.Creatives/Artists/Entertainment Professionals: Understanding the balance between financial goals and artistic pursuits, I help you manage your finances while continuing to follow your passions.Career Changers: Having experienced multiple career transitions, I understand the complexities involved. I aim to reduce stress and provide support during these pivotal shifts.Charitable Trusts: I can assist in managing and partnering with organizations to fulfill your philanthropic goals, aligning with your values and aspirations.
Listed skills include User Experience, Creative Direction, Digital Strategy, Integrated Marketing, and 47 others.
