I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available and accessible. I guide my customers in crafting and achieving their financial goals. My two guiding principles, along with being a fiduciary, are transparency and active communication.
Qualifications: CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist™
+5 Years of experience
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