Career
I currently work part-time with a wealth management group at a trust administrator and part-time with a small financial planning firm. I focus primarily but not exclusively on cash flow planning, needs analysis, Social Security optimization, and Required Minimum Distributions.
I have previous experience working at a large mutual fund company, where I learned extensively about retirement plans for individuals and small businesses, among other topics. I spent a similar amount of time at a cross-border financial planning firm (primarily Americans and Canadians), where I became a subject matter expert on several topics, including but not limited to, education plans and Social Security.
I've worked in various jobs prior to my career and feel that everyone would benefit from jobs in retail and food services, even if they move on to another profession.
I have previous experience working at a large mutual fund company, where I learned extensively about retirement plans for individuals and small businesses, among other topics. I spent a similar amount of time at a cross-border financial planning firm (primarily Americans and Canadians), where I became a subject matter expert on several topics, including but not limited to, education plans and Social Security.
I've worked in various jobs prior to my career and feel that everyone would benefit from jobs in retail and food services, even if they move on to another profession.