For many investors, the financial turmoil of the last decade has eliminated years of savings, dashed hopes for retirement, destroyed confidence in the markets, and increased fears of government change and intervention. While the market has returned to pre-crisis levels, questions still remain about the sustainability of the recent rally.
My goal is to help investors regain control of their financial portfolios by providing an cost-conscious, easy to understand, rules-based approach to money management supported by years of academic research.
Over the past eight years I have collected and tested market data in order to develop investment strategies that attempt to achieve positive returns while reducing market risk through valuation-based technical analysis. These strategies can be tailored to your individual goals, time horizon, and risk parameters.
I am confident that I can provide you with useful education about investing tools that can help you take control of your investments and enable you to make better decisions with your money.
Background:
- Over 15 Years of Experience in the Securities Industry
- Believe in using technical applications to help reduce volatility and determine sector/asset reallocation
- Client first philosophy
- Deep understanding of the needs of medical professionals and small business owners
- Designation of Accredited Asset Management Specialist from the College For Financial Planning
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
