As an experienced Certified Financial Planner™ professional, I specialize in helping those who are within a few years of retirement make smart choices so they may increase their chances of success. I understand the questions each person faces as they near retirement. Can I afford to retire? Are my investments strategically positioned for my retirement needs? What are my unique threats to a secure retirement? And how do I continue to manage all of this as I get older? My background includes over twenty years of experience and a formal education including a Bachelor in Economics, an MBA, and a Master of Science in Personal Financial Planning. Professional certifications include Certified Financial Planner™ (CFP) professional, Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), and Chartered Retirement Planning Counselor™ (CRPC). I’ve been interviewed in numerous publications including the Wall Street Journal and am often recognized on various best-of lists. The result is every client receives a high level of financial expertise supported by years of experience and education, tailored to their unique needs.
Cadence Financial Advisors, LLC
Serving Clients in these States