I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
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I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
This is episode is about being grateful. With all the many news items in the world, we often need to step back from the noise and be grateful. So this episode is not directly about financial coaching, but it is about life.
Common cents approach to your dollars!
I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
