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Degrees
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BBA in Finance and International Business. Prior licenses include Series 7, 63, and 55 with a clean record.
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My Expert Service
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The financial equation you need to become independently wealthy and retire does not need to be complicated.
You can do it on your own...with a little guidance.
The equation is simple and only takes 4 steps to get there: Income, Savings, Investment, and Planning.
Here are some questions to consider.
Is what you are currently investing in going to get your to your financial goals? Are your returns enough to get you there?
Do you realize that a small amount of active monthly savings can make a substantial difference in your portfolio in years to come.
Do you know when to get in the market and when to get out?
Do you know what type of investments you should focus on and which you should avoid?
Have you recently performed a self audit to see what you spending?
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Experience & Qualifications
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Fifteen years as a professional trader and hedge fund manager specializing in equities and options.
Author of personal finance book on strategies for savings and investing.
Independent, simple and straight forward strategies for those who want to invest on their own and take control of their financial life.
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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
User_JLM
on
Dec 15 2009
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Excellent answer. I will do my homework and contact you again. Thank you very much.
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(Read all 1 reviews)
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Contact
Lee Hall
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