Financial Planner at
Coastal Wealth
Years of Experience
8 years
Number of Clients
60
Member Since
2026
I feel strongly on the importance of communication and the impact it has on a financial planning relationship. - I aim to always provide a prompt response (evenings and weekends included) when I can. - I am pleasantly persistent, especially when it comes to your planning goals/objectives - If I don't have the correct answer at the current time, I will let you know & go find it for you.
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Bachelor of Business Management
Obtained in 2018
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