Author of 2 non-fiction books about personal finance, daddy to two toddler princesses, and financial planner in Maryland
Background
Information
I have been a financial planner for 14 years. Specifically one that exclusively works with people who do not feel wealthy. I enjoy it more and it represents 98% of the population. I write the books I write to provide quality information about personal finance and develop credibility for my personal planning business.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC
Birth Place
Fulton, MD United States
Accomplishments
I am a CFP, CLU and CLTC. I write a monthly column on personal finance for all four of the following websites: Nerdwallet.com, Fedsmith.com, Credit.com and CapGazette.com
Contact Information
PSG Clarity
8161 Maple Lawn Blvd Suite 400
Fulton MD 20759
United States
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