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Investment Advisor @Independent Consultant
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WORK HISTORY
Investment Advisor @Independent Consultant
Focus on educating middle-income and high net worth families, and pre-retirees on financial concepts, in order to answer the two most asked questions among those planning for and in retirement: 1) How much money do I need to retire? 2) How can I best prepare so I don’t run out of money in retirement?*Develop comprehensive financial plans geared at eliminating debt, saving money, and investing for retirement.*Helped various clients rescue their savings from unnecessary fees, within poorly managed funds.*Independent Investment Advisor Representative and Registered Representative with the support of PFS Investment Inc. a member of FINRA. For links to Broker Check, see contact info section.
ABOUT GIEXY REYES
Are you frustrated by the challenges of offering a 401(k) plan to your…
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