Tracks:
Advanced Personal Financial Planning
Practitioners and TECH+
Tax Strategies for the High-Income Individual
Titles on your LinkedIn profile:
Adviser, Senior Adviser, Lead Adviser, Investment Counsel, Senior Financial Planner, Senior Manager, Senior Wealth Manager, Director
Your professional credentials and affiliations:
CPA, CGMA, CPA/PFS, CFP, CFA
Years in the business:
Junior
Mid
Senior
Your ambitions:
- Sit at the executive table in the next five years
- Help my clients reach their retirement goals in a seamless way
In your toolkit:
- Tax, retirement, estate, risk management and investment planning
- Practice management