Online
Busy
Away
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Degrees
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BS Finance, working on MBA
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My Expert Service
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I offer counseling in areas pertaining to: budgeting, cash management, education/retirement funding, and insurance.
Clients will go through a process that starts with examining their current financial state, creating and working through budgets and setting financial goals.
I will help people learn to control spending and save money. My goal is not to create millions for my clients but to give my clients financial peace of mind, to know where their money is and where it is going. My goal is to give our clients a plan and the ability to set financial goals.
I can also take questions about the current economic crisis pertaining to housing market, banks, and health care.
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Experience & Qualifications
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I worked any many financial institutions from UBS, Wells Fargo, New York Life and AXA advisers. I have had my life insurance LA&H license and I am one class away from qualifying to sit for the CFP exam.
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Available Modes Of Communication
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email/chat
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Contact
CoatesFinance
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Home » Business & Finance » Financial Planning
» CoatesFinance
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