Online
Busy
Away
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Degrees
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BS in Financial Planning - graduate of College for Financial Planning
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My Expert Service
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As a registered investment advisor we have a fiduciary responsibility to our clients. We do not sell any products or accept any commissions. We provide financial planning and investment management to the mid range net worth individual. Our approach to investment management is driven by the individual client's needs.
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Experience & Qualifications
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Chair of South Region for NAPFA;
CFP designation since 2000;
Sixteen years experience in the field of Financial Planning;
20+ years in banking
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Available Modes Of Communication
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email/chat
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Contact
Velda Eugenias
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Home » Business & Finance » Financial Planning
» Velda Eugenias
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