Second Opinion Equity Education

Second Opinion Equity Education

5.0 (1)
1 employee
6 years in business

About this pro

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.

Read more about this pro


North Fort Myers, FL 33903
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1 Review


  • 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!


What is your typical process for working with a new customer?

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