Accountant with emphasis in Sustainable Finance, Retirement Planning and reaching short term financial needs. Specialties include budget configuration for personal and/or business finances (where to save money and how), recommendations for tax savings including starting or contributing to a retirement plan and Investment guidance for those interested in Sustainability Index approved stocks. Initial meeting or phone consult will be approximately an hour and will outline exactly what you are wanting to achieve. We will set goals and I will initiate a step by step process on how to reach each one.
Training & Qualifications
Certified in Retirement Planning through Florida State University and currently studying for my Certificate in Financial Planning.
Dual Major in Accounting and Finance at the University of Weat Florida (Senior), preparing for entry into the Masters of Accountancy Program beginning June 2018. AA in Accounting from Santa Monica College in California (2008). 15+ years of experience in business acquisitions and start up companies.
I took a major life/career shift three years ago and began the journey of shifting gears in my career to be able to offer proper guidance for those interested in a minimalist approach to personal finance and sustainable investing. To properly prepare for our future we must shift our habits with money today.
Availability & Preferences
Weekdays and some Sundays