If you haven't noticed already, I am super passionate about financial planning. I aspire to be an expert in this field so I can provide the best possible experience to clients. This led me to pursue the highest quality education available through Liberty University and Golden Gate University.
Through my education and work experience with a large bank and investment company, I began to see a disturbing trend. People in their 20s and 30s have complicated financial lives and need specialized help to reach their full potential. Unfortunately, the majority of financial professionals are not willing to work with people in this age range. I had to do something about it.
“What if I grew a company that is focused on helping millennials with their life and financial goals?”
Rooted Financial Planning is focused on helping you to discover and pursue your dreams through inspirational, empowering, and trustworthy financial guidance.
I am sure that you have at least one area of your life where you need some guidance.
I can build a custom plan to overcome your obstacles.