Personal Information
Entreprise/Lieu de travail
Southfield, Michigan United States
Profession
President and Founder
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://budgetwisefinancial.com
À propos
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Mots-clés
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Tout plus
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Personal Information
Entreprise/Lieu de travail
Southfield, Michigan United States
Profession
President and Founder
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://budgetwisefinancial.com
À propos
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Mots-clés
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Tout plus