🇿🇼 in ATL. Private Wealth Advisor.
Athletes, entertainers, executives, and entrepreneurs.
Expert in complex financial planning & wealth management strategies. Practice areas include career transitions, exits & liquidity events, retirement planning, tax planning, trust & estate planning, and business succession planning. FINRA/SEC licensed investment advisor.
a few state championships too.. 🏀
*Communication facilitated via Clubhouse is not personalized financial advice and should not be considered as such. Not legal advice. Not a certified accountant.
Invited by: Sina Azari
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Day | Followers | Gain | % Gain |
---|---|---|---|
August 03, 2023 | 30 | +1 | +3.5% |
October 16, 2022 | 29 | +1 | +3.6% |
July 12, 2022 | 28 | +1 | +3.8% |
March 21, 2022 | 27 | +1 | +3.9% |
October 01, 2021 | 26 | -1 | -3.8% |
August 14, 2021 | 27 | +3 | +12.5% |