Partner | Certified Financial Planner™ | Cpa
CurrentWith more than 25 years of financial experience in multinational Fortune 500 companies, I understand what drives corporate executives. As a Partner, CPA and CERTIFIED FINANCIAL PLANNER™ at CFO4Life, I seek to get executives off of the "corporate treadmill." I also work with business owners to help them grow and capture the value of their business.I have broad experience in all aspects of financial planning and complex tax structuring. I have represented companies in more than 60 countries and have specialized knowledge in acquisitions, divestitures, joint ventures, foreign exchange and valuations. Comprehensive financial planning services are offered in the areas of:-Personal Financial Planning-Tax Planning-401(k) | Retirement Planning-Wealth Management-529 Plans-Estate Planning-Business Succession Planning-Life Insurance-Long Term Care Insurance-Disability Income InsuranceAt CFO4Life, our team is committed to managing and organizing all your financial affairs seeking to achieve your goals and make your dreams a reality. By offering unbiased guidance and providing financial services that are built on our experience, innovative approach, and thorough customer service we give you more time to do what is important to you.Our core values:Client Service- We are proactive and professional always going above and beyond to serve our clients.Teamwork- We work together as a team so that multiple personnel are on every client account. Excellence- We pride ourselves on producing quality work across the planning, investment, banking and insurance spectrum. We seek to align ourselves with the best.Integrity- We are ethical and value driven, serving our clients’ interests and protecting their financial legacy without conflict in a confidential manner.
