I confess.
I haven’t always been a money nerd.
It all started when I saw my grandparents lose their small nest egg (including their home) right before retirement.
They lost everything because they didn’t have someone to help guide them through their finances.
And it’s not like my grandparents didn’t work hard.
They worked every single day of their lives running and operating a small family business.
But they wouldn’t even have a single penny to showcase decades’ worth of hard work.
That event changed everything.
It was then that my passion for finance began to grow in my heart, soul, and mind.
I realized that if you learn about money, you could flip the script and build wealth that could last for generations.
That’s when I started my financial career.
To date, I’ve spent 11 years studying Finance:
- 7 years as a Wealth & Investment Advisor
- Worked with clients with a net worth of up to $100M
- Master of Science Degree in Personal Financial Planning
- Helped manage over $600M for a major wealth corporation
- Co-founded a small and local non-profit to learn financial literacy
My experience in the finance world gave me the knowledge that helped me to build my own 7-figure portfolio by age 27.
And now I want to share everything I’ve learned along the way to help you become financially free.
The question I hear most?