After 20 years career in hi tech companies filling various roles in marketing, business development and sales, my inner passion to financial planning brought me to where I am today - financial advisor practicing comprehensive financial planning and asset management. I enjoy working with my clients providing advice that is based on experience and knowledge, acquired throughout the years working with many clients and through personal experience. I help my client be more effective and efficient with their finances. I help them save time through planning so they can make educated decisions that impact their financial future.
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Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
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Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf |
