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Helping Real People Build Real Wealth
About Me
As a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist, you can be assured that the financial planning I provide is steeped in deep knowledge of personal finance. More importantly, it’s an honest, authentic, and simple approach to wealth.
Prior to founding Walk You To Wealth, I spent 20+ years working in executive-level positions at Fidelity Investments, Coinbase, and Kraken. I also teach financial planning at both Columbia and Regis Colleges, have authored a personal finance book, and am a frequent contributor to publications such as Bankrate, Investopedia, and Bloomberg.
The Walk You To Wealth Difference
CERTIFIED FINANCIAL PLANNER® professional (CFP®) and Certified Public Accountant (CPA) with 20+ years of industry experience
One advisor; real relationship
No asset minimums or asset-based fees
Flat fee financial advisor in Massachusetts, serving clients nationwide
Demystify investing
A financial fiduciary, obligated to act in your best interest
Programs for Individuals and Families
Coaching & Education
A Personalized Program to Help You Achieve Your Financial Goals
This service is perfect for you if: You're new to financial planning, struggling in debt, or just starting to build wealth, and want to create a secure future by mastering budgeting, saving, and debt management.
Comprehensive Planning & Advice
An All-Inclusive Approach to Pursuing Financial Freedom
This service is perfect for you if: You value a comprehensive financial plan, jargon-free investment advice, and proactive investment management without hidden fees and asset minimums so you can focus on what matters most.