My name and I am a Financial Coach
107 Chesley Dr
Media PA 19063
I have been in the financial business for over 30 years and I focus my time educating clients on how money works and how to build assets safely without taking on more risk than is needed to get to their goals.
q & a
What characteristics do your favorite clients share?
They take an interest in getting more educated in the tax and financial panning areas. So they understand why they are doing what they are doing and not just taking a professionals word for it.
Why should a client hire you?
Because the advise I give them will be based on what is best for their situation. My advise is not based on fees or commissions.
Describe a time where you went beyond expectations when working with a client.
I have meet clients on a Saturday and Sunday evenings if they felt the need to talk or review their financial picture.
What single project or task would you consider your most significant accomplishment in your career to date?
Putting a tax and financial plan together for a client that was going to run out of money by age 80. After optimizing their assets for safety, higher rate of return, tax free distributions, their money will last them to over age 100.
Bachelor of Accounting
Media and Phila Pa
Self Employed CPA and Financial Coach
11/2005 - present
Member since 2005
GPCD Partners, LLC
I review all aspects of a clients financial situation, from taxes, investments, insurance, debt, etc.
hours of operation
|Monday||09:00 AM - 05:00 PM|
|Tuesday||09:00 AM - 05:00 PM|
|Wednesday||09:00 AM - 05:00 PM|
|Thursday||09:00 AM - 05:00 PM|
|Friday||09:00 AM - 05:00 PM|