AAMS, AWMA, CFP, ChFC, CRPS
Sapiat Asset Management, LLC
Serving Clients in these States
I’m a Certified Financial Planner (CFP) with 23 years of experience in financial services. For the past 19 years I have worked exclusively with Individuals Families, their Trusts’, and their Business’. My professional work includes Retirement Planning, Retirement Income Management, Estate Planning. My favorite thing about financial planning is watching a client achieve an important goal and knowing that we had a hand in their success. I firmly believe that blockchain is a paradigm shifting disruptor that digital assets are a permanent new asset class, both of which will change the world as we know it.