著者紹介を⾒る
I'm a Senior Resident Financial Planner at Financial Finesse, primarily responsible for providing financial education and guidance to employees of our corporate clients. I also lead the team that develops our content on Forbes and regularly provide commentary on personal finance topics to a variety of media outlets, including CNBC, Fox Business, and Time Magazine. Prior to joining Financial Finesse, I held several different investment advisory and consulting positions with a focus on high net worth clients, including advising members of Congress and serving as a vice president in the private client services division of a major national investment firm. I earned a B.A. in Economics with honors from NYU and a law degree on a full academic scholarship from the University of San Diego, where I focused on tax and estate planning. I'm available for speaking opportunities on personal finance issues. To inquire, please email ffpress@financialfinesse.com.