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We don’t push products. We serve as fiduciaries and provide independent advice.
7200 Wisconsin Ave suite 500, Bethesda, MD 20814, USA
Yes
New York University Bachelor of Arts, Dual Degree. Licensed Series 65 Investment Advisor. Licensed Series 7, 63, and 24 General Securities Supervisory Principal. Licensed Life Insurance.
My desire to help people and for spreading good is a grounding force. My ‘Do Good’ philosophy is deeply rooted from my childhood experiences of preparing clothing drive with my grandmother to send to third world countries and continued evident by my prior work in support of Human Rights Watch, Safe Horizon Domestic Violence Law Project and 7 years served as a Board member of a RICA Association, Inc., a private non-profit 501(c)(3), that provides support and fund for children and adolescents, ages 10-18, with severe emotional disabilities.
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