I’m a wealth manager, that focuses on women between the ages of late 30’s and late 50’s – who need/want independence, and a solid relationship with their CFO (that’s me) who they trust and can depend on. These women either want to co-pilot, pilot, or be a passenger. I figure out which one, and then we move forward accordingly. It’s about getting their complete financial house in order, and a part of that is education, a custom built interactive and flexible plan, and all weather portfolios (th…
