Life & Personal Development Mentor

Hi, I have sold Life, Health, Long Term Care, Annuity, Reverse Mortgage products. I have been a real estate agent and loan officer to investor clientele. I am now an accountant and working towards my Master's Degree in Accounting and my CPA license. My passion in life is financial intelligence. I care about engaging others to get smarter in managing personal finance, building wealth, and getting beyond the survival mode. Life brings so many opportunities for different outcomes. Everything positive, every stepping stone and accomplishment in life seems to bring new financial responsibilities. Our financial schema of the world has never been more complex and it's going to keep getting that way. So how can I help? I would love to be your sounding board on the financial aspect of your life.

My disclosure is simply as I noted before, I'm an Accountant. My passion led me to this profession and as a mentor, I hope to give you some insights, since financial world is so big and yet so specific to each individual.

What I Expect From A Mentee:

I expect to schedule a regular call, and create a plan of action.

More about this mentor:

  • Member since almost 9 years
  • Currently mentoring 4 people

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