I provide advice, coaching, and guidance to professionals, business owners and executives and their families, as well as small to midsize firms, corporations, and nonprofits. My work aims to boost your overall financial health and help you reach your goals, not just manage your investments.
I lead a team of expert advisors to create plans for you, backed by strong, trusted firms. We begin by understanding your personal and professional goals, and looking at your resources to reach them.
Clients receive personal care and ongoing help, including timely education to explain and compare options. Our process aims to make planning easier, reduce worry, and maximize your potential, flexibility, and freedom.More...
E Lee
Financial planning@NYLIFE Securities LLC
Verified
E. Lee is a seasoned financial planner at NYLIFE Securities LLC, where they leverage over a decade of experience to guide clients toward achieving their financial goals. Renowned for their strategic acumen and personalized approach, Lee has successfully managed portfolios that consistently perform market expectations.More...
Robert Lee
Assoc. Partner@New York Life Insurance Company
Verified
Joel Font Nadal
Agent@Font Financial Group LLC
Verified
Joel Font Nadal is an accomplished Agent at Font Financial Group LLC, where he specializes in innovative financial solutions tailored to individual client needs. With over a five of experience in the financial industry, Joel has a proven track record of delivering exceptional results. He is passionate about empowering clients to achieve their financial goals. Outside of work, Joel enjoys playing beach volleyball and is the Director of Orange County of the Puerto Rican Chamber of Commerce in Central Florida.More...
Philip Ambrose is a Certified Financial Planner at Rosenberg Alvis Ambrose Wealth Management. He is responsible for providing financial planning services to clients, including investment advice, retirement planning, and estate planning. He uses his expertise in financial management to develop personalized financial plans that align with clients' long-term financial goals. His role also involves monitoring and adjusting financial plans as necessary to ensure they remain effective and relevant. Philip's strategic approach and commitment to client satisfaction have significantly contributed to the company's reputation for excellence in wealth management.More...
Maria Rojas
Finance/Small Business@K & R Hometech, LLC
Verified
I worked as a financial advisor for 7 years then left the corporate world to help my families businesses. I have experience in real estate, real estate development, accounting and airbnbs. My goal is always to figure out to run things effectively while making sure we perform at the highest level. I love speaking and creating long standing relationships with clients!More...
Maryanna Lanham
Executive@Life Atlas Foundation
Verified
Maryanna Lanham was a distinguished executive at Life Atlas Foundation, a leading nonprofit organization dedicated to improving the quality of life for individuals worldwide. With a career spanning over two decades, Maryanna has dedicated herself to the field of philanthropy, recruiting, onboarding ,training, training development, and personnel development. She has a proven track record of developing strategic plans, executing fundraising initiatives, and fostering partnerships that drive organizational growth and impact. Her expertise lies in strategic leadership, program development, and stakeholder engagement, making her an invaluable asset to the Life Atlas Foundation. Maryanna holds a bachelors degree in Health and Human Services from University of Maryland College Park, reflecting her commitment to the sector. She is fervently dedicated to the organization's mission, using her skills and experience to create a meaningful difference in the lives of those the foundation serves.More...