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Financial Planner looking for a Financial Planning Role with CMC Accreditation.

Financial Planner looking for a Financial Planning Role with CMC Accreditation.

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Financial Planner looking for a Financial Planning Role with CMC Accreditation.

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OVERVIEW​

I can offer holistic advice to all clients with my 15 years of experience as a Financial Planner and recently as a CMC certified. My past experience has been working with clients between 25 and 75, of which majority are medical professionals.

ABOUT ME​

I'm a Financial Planner in my mid 30's and with 15 years of experience, 10 years within the same enterprise. I have recently completed my CMC accreditation and would be interested in introducing a money coaching/cash flow coaching services to a company or alternatively be offered the flexibility to run this as a side business.

SKILLS

- Can work with wealth accumulators

- Completed CMC accreditation