New to Palm Springs. Looking to make good friends & establish deep connections within the Coachella LGBTQ community.
A former anchor for CNBC Business Television, I'm now using the experience of almost two decades on Wall Street & London's Financial District to help individuals as an LPL Financial Advisor.
We offer independent advice (no in-house, high-fee products to push) & fiduciary management on transparent, fee-based accounts (that means we've legally required to put you, the client first - that's much, much more rare than you'd think).
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC