Five Seasons Financial Planning LLC

I founded Five Seasons Financial Planning, a Fee-Only registered investment advisory firm to provide clients with an independent, professional alternative to insurance agents, commissioned planners, and traditional brokers.

Only an investment advisor whom you trust is both professional and objective will inspire in you the confidence to stay the course when the going gets tough in the financial markets. And only a financial planner whom you trust to provide both well-reasoned and unbiased advice will provide you with peace of mind when it's time to tackle your most important financial concerns.

Objective. - Five Seasons is different from most other wealth management firms in that it does not accept commissions or payments from mutual funds, broker/dealers, insurance companies, or any other third party. As a pure Fee-Only firm, there are no outside influences affecting the guidance provided to clients.

Professional. - With 25+ years of experience in the financial services industry, working in a variety of financial markets both here and abroad, I have a career-long commitment to acquiring financial knowledge. My objective is to leverage an Ivy League MBA in Finance and Financial Markets, Wall St. institutional experience, my Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNERTM certifications, and an ongoing thirst for knowledge, for the benefit of my clients.

Personalized. - Five Seasons is a comprehensive financial planning boutique that provides personalized service. Unlike what you get from most of our competitors, there are no canned investment portfolios, no boilerplate financial plans. Because your financial circumstances are unique, the services you receive are customized to you, your needs and your goals.

Specialties: Investment management integrated with retirement planning; Cost- and tax-efficient portfolio management; Small business retirement plans.

Find out more at www.fiveseasonsfinancialplanning.com or call me at 801-272-0902.