Founder/CEO of MyPerfectFinancialAdvisor, the premier matchmaker between investors-consumers and financial advisors.
Past founder/ceo of two other fintech companies/veteran of TD Ameritrade/Thomson/Morgan Stanley.
MyPerfectFinancialAdvisor, where anyone, poor or rich can get a financial advisor. Think “eharmony” but for matching an investor/consumer to an advisor using personalized data, AI, and deep industry expertise.
Everyone can and should get a financial advisor from billionaire to the poverty level (pro-bono). And....its not just about investments, in fact, that can be the least important aspect of financial advice!💰
I’m here on Clubhouse to help share whatever business lessons I have learned along the way.
I am also eager to evangelize and help others spread the word about the myths that hold people back financially🔑💵🛠
Looking forward to learning and have already learned much-thanks all!💡
👼Thankful first time dad.
📚Author of “The Truth Shall Set Your Wallet Free: Secrets to Finding the Perfect Financial Advisor”
📻 I listen to WFUV all day long. NPR affiliate at Fordham University-simply the best radio station in the country.
Interests: fintech, wall street, finance, investing, financial planning, education, entreprenuership, esops, startups, sales, marketing, technology, AI
Invited by: Peggy Willms
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Day | Followers | Gain | % Gain |
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March 23, 2024 | 276 | 0 | 0.0% |
June 17, 2023 | 276 | +4 | +1.5% |
October 03, 2022 | 272 | +2 | +0.8% |
August 12, 2022 | 270 | +1 | +0.4% |
July 06, 2022 | 269 | +4 | +1.6% |
May 30, 2022 | 265 | -6 | -2.3% |
March 14, 2022 | 271 | +3 | +1.2% |
January 16, 2022 | 268 | +1 | +0.4% |
December 09, 2021 | 267 | +3 | +1.2% |
November 01, 2021 | 264 | +4 | +1.6% |