EA Wealth Management
About
I have over 17 years’ experience in financial planning, investment management, wealth management and risk management with an MBA with specialization in Management and concentration in Finance along with extensive industry training.
I am a Certified Financial Planner CFP® so abiding by the code of ethics, honesty and integrity are important to me. I take the time to get to know my clients, understand their financial needs and goals so I can provide the best possible recommendations.
I hold several securities licenses including Series, 7, 66 and 24 and I am an Investment Adviser Representative. I am also insurance license in Texas, New York, Virginia, Washington DC and Minnesota.
My skills and experience are derived from many years of service while affiliated with companies such as American Express Financial Advisors, JPMorgan Chase, Citigroup Global Markets and LPL Financial. Prior to EA Wealth Management, I was associated with Genesis Capital Group and GC Insurance Services as a Managing Partner and Chief Operations Officer
Knowing that I have positively impacted a client's life and that they are in a better financial situation than before is a rewarding feeling.
By offering consultations, advisory services and investment management to individuals and businesses I am able to delve into what is important to the client
I specialize in Financial Planning Services Analysis covering the following areas:
Cash Flow and Budgeting
Investment Management
Insurance and Risk Management
Retirement Planning
Tax Planning Services
Estate Planning Services
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I use a client-centric process focused on pursuing specific milestones we create together. My comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course.
1.Assessing Your Needs and Finances -I begin by asking you to complete a confidential personal profile that helps me gain a deep understanding of your current financial situation
2. Preparing Your Plan-I provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
3. Implementing and Monitoring Your Strategy-Once you select the most suitable approach, we put your personalized plan into action. I then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary
What education and/or training do you have that relates to your work?
I am a Certified Financial Planner CFP® with several securities licenses including Series, 7, 66 and 24 and I am an Investment Adviser Representative. I am also insurance license in Texas, New York, Virginia, Washington DC and Minnesota.
I have an MBA with specialization in Management and concentration in Finance along with extensive industry training and a B.A. in Economics.
Do you have a standard pricing system for your services? If so, please share the details here.
I am a Fee-based Adviser and pricing depends on the complexity of a client's case. I do offer a complimentary consultation to determine if both the client and I are a good fit for each other and I am able to access the client's needs at that time to quote a fee.
How did you get started in this business?
I started in my last year of graduate school while pursuing my MBA and American Express Financial Advisors offered me the opportunity to learn the process of financial planning.
What types of customers have you worked with?
-
Individuals looking for guidance to achieve their financial and investment goals.
-
Businesses that need services in the following areas:
-
Retirement Plans-Setting up a plan or managing existing plans
-
Insurance plans-Key Person or all Employees in general
-
Cash Management strategies not available in local banks
-
Wealth Management and investment products
What advice would you give a customer looking to hire a pro in your area of expertise?
Do your research, be prepared to ask questions and ensure that you are compatible with your advisor.
What questions should customers think through before talking to pros about their needs?
Ask how they will work with you, (their process and communication)