That Wealth Advisor-guy


I’m a Financial Advisor at a major Wall Street brokerage firm, based in the Midwestern United States.  I’m also half-way through as a student for the CFP designation.  I have a successful advisory practice dedicated to capitalism, optimism and professionalism and my aim is to create lifestyle sustaining wealth for each and every one of my clients.

If you’d like to get in touch please email me at thatwealthadvisor-guy at


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