|
|
|
|
|
|
|
|
|
Degrees
|
|
Chartered Financial Analyst, M.S. Degree in Investment and Portfolio Management
|
|
|
My Expert Service
|
|
Provide impartial personal financial and investment advice. Services include: Portfolio review & management, asset allocation recommendations across multiple asset classes & subclasses, investment selection utilizing exchange traded index funds, both passive and actively managed mutual funds, bond funds and a limited number of individual stocks. Evaluation of, but I do not sell, insurance products including life insurance, long-term care insurance, homeowners, umbrella, etc. Assistance with planning and saving for college tuition expenses, personal budgeting, saving for retirement, 401(k) plans, IRAs, Roth IRAs, SIMPLE IRA plans, SEP-IRA plans, retirement cash flow planning, etc. All personal financial issues.
|
|
|
Experience & Qualifications
|
|
Portfolio manager for high net worth individuals and families. I would like the opportunity to provide solid financial advice at a modest cost. Most of us can not afford, nor do we have a large enough portfolio, to employ a professional portfolio manager and financial advisor.
|
|
|
Available Modes Of Communication
|
|
email/chat
|
|
|
|
|
Contact
Jay Nova
|
|
|
|
|
|
|