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Home > Business & Finance > Investment > Fern Alix LaRocca CFP
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Fern Alix LaRocca CFP
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Investment
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Rating:
(Read all 1 reviews)
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Languages:
English
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I mentor people to define and develop an investment program that will achieve their goals.
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Share
Fern Alix LaRocca CFP
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Degrees
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CFP® , Enrolled Agent, Registered Investment Advisor
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My Expert Service
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WHOLE
I will coach you to feel whole again, to reduce the confusion and make things happen in your life. You will stop feeling embarrassed, naïve or at a loss about what financial direction you are going.
HEARTED
You'll put into practice the values you hold dear in your life. Let's work together to change the things you can and manage the things you can't. Goals will be prioritized and your achievements will be benchmarked.
WAY
The path starts with a clear vision. Together we'll evaluate where you are and where you want to be. You'll feel more abundance in your life. Individuals, who plan, have significantly higher wealth than those who don't.
More than 40% of the US Labor force will reach the traditional retirement age by the end of this decade, according to a new study by the Conference Board, a New York research organization. In the next seven years, the number of US workers between ages 55 and 64 will grow 51% to 25 million, meaning the fastest-growing portion of the work force is the one at most risk of retiring soon. How will you retire?
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Experience & Qualifications
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I am a Certified Financial Planner™
Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
Founder of Whole-Hearted-Way
A fee-only financial planning firm
Former CEO-Advanced Financial Designs
Registered Investment Advisor
Graduate of Corporate Coach University
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 1 reviews)
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by
Isaac M
on
Apr 2 2009
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(Read all 1 reviews)
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Contact
Fern Alix LaRocca CFP
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