As a CERTIFIED FINANCIAL PLANNER® professional, I focus on providing wealth management strategies to a select group of successful people who are planning for a financially sustainable future by investing wisely and insuring against the risks that might affect this long term plan. I partner with my clients to understand their needs and address their main concerns. This includes, educating them on the most current investment trends and products, helping them understand the risks one might face in an uncertain event such as death, disability or being diagnosed with a critical illness. It is important for me to build a trusting relationship with my clients and to always be available when they need my advice.
Recent Posts
Posted by Bunono
25 February 2025
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View ArticlePosted by Bunono
19 February 2025
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
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