10/13/2020
What's YOUR risk score?
Riskalyze
Your “risk score” is one important component to an even bigger picture conversation. Understanding risk vs. reward is key. Riskalyze helps the world invest w...
10/07/2020
Check it out and subscribe! In this video, I even share some of my own real world goals!
2021 Goal Setting
How to set goals for 2021! In this video, I discuss the popular ‘S.M.A.R.T.’ goal setting strategy. I even share some of my own real world goals for the upco...
04/18/2020
Are you a financial adviser thinking about pursuing the CFP® Certification?
In this video, I share my personal experience and actionable tips to help you be better prepared!
How to Study for the CFP® Exam
Check out my CFP® Certification ‘mindset and process’ video! I share my best tips and tricks for studying, preparing, and passing the CFP® Exam. I recommend ...
04/13/2020
This has been a goal of mine for a very long time! The CFP® certification represents years of hard work and dedication to my craft. My desire to get better and learn more everyday has become my passion. I’m grateful to have the opportunity to help people plan for and achieve their life goals 🚀
📸: x
@ Boston, Massachusetts
04/18/2020
04/13/2020