I’m a Fee Only Financial Advisor based in New York, originally from the United Kingdom. My focus on is crafting comprehensive financial planning solutions for individuals and businesses. With a particular emphasis on tax and investment efficiency.
I founded Guide Wealth Management in 2015 to help people achieve their financial and broader goals in a fiduciary setting.
BSc Business Information Technology
University of Wales, Swansea
Certificate in Financial Planning
NYU
Certified Financial Planner™ Certificant
CFP® Board
Enrolled Agent
US Department of Treasury
