At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
I am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I contributed to the Student Loan sections of the CARES Act that reduced payments to $0 on all eligible Federal Student Loans, reduced interest rates to 0%, and allowed for Tax-Free Student Loan assistance from employers. I also advocated for additional Student Loan Benefits. I am also a member of the National Association of Personal Financial Advisors, and the XY Planning Network. I served as the 2017 Vice-President for the Financial Planning Association of Southwest Florida. I have been working Pro-Bono with Cancer Patients ever since losing my mom to Lung Cancer in 2019.
I am a CFP® professional, and a Certified Student Loan Professional(TM). I have seen firsthand the impact that debt can have from a financial and emotional perspective. I want to share my financial knowledge and help others achieve financial freedom. I am disrupting the financial planning industry by working with clients who don't meet standard account minimums which can range from $500,000 to $2,000,000 at some firms.
Prior to starting Prudent Financial Planning, I worked in the Financial Services Industry for over 15 years. I graduated from Governor's State University with a BS in Multi-Disciplinary Studies and a minor in Finance. Since then, I have passed several exams including the Series 7, CFP(R), FL 2-15, CSLP(R), and HRB Tax Levels 1-3. I have also worked as an Adjunct Professor in the CFP(R) Program at Boston University.