As a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER professional with over a decade of experience, I focus on serving a clientele whose financial pictures deserve and demand the attention and extensive knowledge of an experienced advisor. From individual investors to Legacy and Business Succession planning, my planning based strategies go beyond typical risk-managed investing. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP in the U.S.