
Online
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Away
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Degrees
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I have completed all modules of the Certified Financial Planning course. I am NOT a Certified Financial Planner because I was mobilized shortly after completing the last module and have not had the time to take the CFP exam.
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My Expert Service
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I am a practicing financial planner as an adjunct to my tax business.
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Experience & Qualifications
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I have several clients whom I advise on investments. They can provide references by e-mail if required.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 3 reviews) |
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by ionyad on Apr 22 2006
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Thank you sir.
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by Anonymous on Nov 18 2005
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by Anonymous on Mar 12 2005
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Good. Clarify one question about 529. I don't have any. If I put money to it now, let say 10,000 this year, and withdraw it the same year (or next) the is it taxable?
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(Read all 3 reviews)
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Contact
South Tax Expert
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Home » Business & Finance » Investment
» South Tax Expert
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