Becoming a Client

I am currently studying for my Financial License exam which will enable me to be a Registered Investment Advisor.  This allows me to work with clients and help give them financial advice to meet their needs and goals.  My goal is to have this license sometime in July.

Until then, I want to help eduacate the readers of my blog on topics like what is investing, how does it work, what does a financial advisor do, how does a financial advisor get paid,  What are the different areas for investing, and many more topics.

I want you to be comfortable and knowledgeable about what Investing is and how it can benefit you greatly in the future.  I hope you enjoy the site and please send me an email at if there are topics you want to know more about and I will post information that is important to you.  Thanks.


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