I am a CERTIFIED FINANCIAL PLANNER™ professional and owner of Vantage Wealth Management based in Sunnyvale, TX. I have over a decade of financial planning experience. While proper planning requires a high level of technical knowledge and expertise, I believe everything starts with a relationship and understanding of each individual's values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help make the decisions that matter most in their financial lives.In my prior role as Vice President, Financial Consultant with Fidelity Investments, I served as the primary advisor for 445 households with a total of $1.3 billion in client assets.I graduated from Trinity University in San Antonio, TX with a B.S. in Business Administration (Finance, Marketing) and a Minor in Sport Management.Phone: (214) 395-6590Email: weston@vantagewm.comhttps://www.vantagewm.com