ABOUT ME
Experienced and Supportive
Background in Finance. Graduated from Arizona State University W.P. Carey School Of Business with my Bachelor of Science in Finance. 5+ years of investment experience. Using the knowledge I have gained in my career I have been able to generate great returns, which I can provide proof of if necessary. Not a certified Financial Advisor, instead I am a Financial Coach. I prefer to teach the art of saving vs. an advisor who tries to upsell on specific stocks and products. I am here to help you grow on your own by teaching you the fundamentals of finance.
Catch a man a fish, feed him for a day.
Teach a man to fish and feed him for life.
Read more about financial coaching here:
https://smartasset.com/financial-advisor/what-is-a-financial-coach
The Difference Between a Financial Coach and a Financial Advisor
In general, you would turn to a financial coach for help saving money and a financial advisor for help investing and growing money. A financial coach works with clients who have few assets and need general financial help. A financial advisor works with clients who need help managing and investing their assets. An advisor provides options for developing an investment portfolio to build wealth for their clients to meet future financial goals. They typically charge their fees based on a percentage of asset under management, as opposed to coaches who typically charge a flat retainer fee. Advisors often require a minimum asset level to begin service. Another important difference is that financial coaches are not licensed to provide financial advice like advisors are, and therefore cannot provide specific product recommendations. Coaches can provide basic advice on the concept of investing, but they cannot recommend how to allocate your assets. They can suggest saving money in a high-interest savings account, but they can’t recommend a particular account. Coaching also differs from advising in that coaching tends to be a limited time arrangement, with the goal of helping the client to achieve financial literacy and learn to manage their own finances. Advising, on their other hand, is an ongoing relationship in which the advisor meets with their client once or twice a year and continually manages their financial portfolio for them.