Founder and Planner at
Memento Financial Planning
Years of Experience
7 years
Number of Clients
40
Average Client Size
$700,000
Member Since
2022
I practice the same planning and investment principles as my clients.
Typical client profiles include dual-income households where at least one partner receives a form of equity compensation. Common goals include achieving work-optional before traditional retirement age.
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Economics
Obtained in 2015
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