Hello Bigger Pockets Community, I have been serving in the Financial Planning industry since 2016 and have gained tremendous experience interning for a boutique Investment Advisory firm serving retirement plans with over $10+ Million in assets as well as working for a highly-regarded Broker-Dealer/Registered Investment Advisory Firm that managed over $500 Million in assets. I am currently an Investment Advisor Representative (CRD# 6666241) with Millennial Wealth Managagement, LLC (CRD# 28474) . I am also a Certified Financial Planner (CFP Board ID# 258154)
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