Second Opinion Equity Education

Second Opinion Equity Education

5.0(1 review)
Offers online services
Offers online services

About

After spending 20+ years as an equity analyst working on Wall Street in NYC, I was shocked to find out how disadvantaged the individual investor is. I became an Investor Advocate in order to help educate investors so they can make more informed decisions.

I spent 20 years as a professional investor/analyst focused on the institutional investor (hedge funds, professional portfolio managers, pensions funds...etc) as a client. Now I am solely focused on consulting to individuals so they can make better investment decisions.

Investment advocacy services provided by analyst who has been recognized three times by the Wall Street Journal as "Best on the Street" analyst.


Highlights

1 employee
8 years in business
Serves North Fort Myers , FL
Offers online services

Reviews

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DP

Dr. P.

I feel like I have the proper ability to take ownership of my investments. I know how to save money in fees and, most importantly, I now know the right questions to ask my advisor and, thus, make her earn the fees she charges. He is always available to answer my questions. Liberating!
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July 23, 2018

Frequently asked questions

1. Contact me

2. 1 hour consultation at place of customer choice

3. Educate and help customer understand investment dynamics

4. Persistent follow up


Services offered

Financial Services And Planning