I have been in the financial services industry for a decade serving in a variety of positions. Once I started the process of becoming a CERTIFIED FINANCIAL PLANNER™, I realized the importance of financial planning and set out to help individuals and families reach their goals and achieve financial security.
Above all, I want to remove intimidation from financial planning and replace it with understanding and inspiration. Through education and organization, I want to create purpose and confidence around personal wealth. It’s time for Generations X, Y & Z to find financial empowerment!
Click here to learn more about the purpose of my blog.
Click here to learn more about my firm, Kaizerman & Associates.