I'm an experienced wealth manager and investment advisor. I am also an Accredited Investment Fiduciary. I have over thirty years of experience helping investors protect and grow their resources. I work independently, and am not tied to the the demands of the large brokerage firms, while still being able to provide unbiased advice to my clients. (All accounts are covered by SIPC)“Please refer to my website for a list of states in which I am registered to conduct business. Securities and Advisory Services offered through Cantella & Co., Inc., Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.”
Listed skills include Investment Advisory, Series 63, Asset Allocation, Mutual Funds, and 18 others.