Better Financial Education
Personal Information
Organization / Workplace
Sacramento, California Area, CA United States
Occupation
MBA, Certified Financial Plannerâ„¢ | Owner: Better Financial Education
Industry
Finance / Banking / Insurance
Website
About
As an MBA and CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner, I help people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way.
I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning.
The professional you choose to help you achieve your financial goals should believe in prudent investment principles, education, personal service, and the uniqueness of every client. This is my philosophy in working with my clients! I answer only to you, and nobody else....
Contact Details
