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I can answer questions related to personal financial planning, asset allocation, private equity investment analysis, fixed income, mutual fund, ETF, and stock questions, estate planning (basic), education planning, insurance planning, and business financial planning.
I have thirty-eight years of experience in finance, in the U.S. and internationally, for both public and private corporations. I have specialized in personal and small business financial planning and investment advisory services since 2005.------ - ten years commercial banking, New York, Paris, Houston, Charlotte, Atlanta---- - six years treasurer of a publicly traded health care company, Philadelphia----- - six years international project finance (Bechtel), San Francisco, Manila, London----- - five years head of international hotel development (Hyatt), Chicago---- - eleven years personal financial planning.----- Registered Investment Adviser, Hawaii---- FINRA General Securities Representative - Series 7---- FINRA Uniform Combined State Law - Series 66---- Resident Producer Insurance License, Hawaii-, Accident and Health or Sickness, Life, Variable Life and Variable Annuities
CFA Institute of Hawaii---- Certified Fiancial Planner Board of Standards, Inc-----. National Association of Personal Financial Advisers----- Financial Planning Association----- National Association of Tax Professionals
Project Finance Yearbook - 1997 / 1998 "Manila Water & Sewerage System Concession"----- "The Road To Helsinki, An Analysis of European International Relations Leading to the Conference On Security and Cooperation in Europe"' published 2015.
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.---- Chartered Financial Analyst, CFA Institute----- Certificate in Financial Planning, Boston University---- Masters in Foreign Affairs - University of Virginia---- Bachelors of Arts, Government - Ohio University
I like to translate the language of Wall Street into understandable English, and to help people invest their life time savings wisely while planning for their retirement. I enjoy helping entrepreneurs control and optimize the finance aspect of their businesses.
|Eric||01/30/17||10||10||10||Thank you for researching and comparing these .....|
|Lee||12/21/16||10||10||10||You've been helpful. Thank you.|
|Joyce||12/13/16||10||10||10||Oh Thank You so much!! I'm so .....|
Hello Eric, I confess that I did not recognize these credentialing organizations. I researched them just a little. • (NFEC) National Financial Educators Council offers something called the “Certified
Hello Jean, My first suggestion is to go to the NAPFA web site (National Association of Personal Financial Advisers) and put in your zip code. I just did it for 53202 (central Milwaukee) and came up
Merry Christmas to you Joyce! Unfortunately the increase in the COLA this year won't buy a lot of turkey for the table. A .3 percent increase means three tenths of one percent, i.e. .003. Not much
Hi Esther, The first thing to do, if you have not done this already, is to make a careful budget so you have a good feel for your cash flow requirements. I understand that health care expenses can
Hi Liz, The easiest way in my opinion would be to open a 529 Plan for each of your intended nieces / nephews. You need an account for each beneficiary. But if one of them does not use the money that