Personal Information
Organização/Local de trabalho
Southfield, Michigan United States
Cargo
President and Founder
Setor
Finance / Banking / Insurance
Sobre
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Marcadores
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Ver mais
Apresentações
(2)Gostaram
(10)The Debt Escape Plan
Experian_US
•
Há 8 anos
How to Rebuild & Raise Your Credit Score
Experian_US
•
Há 9 anos
Personal Finance The Psychology of Spending by @Phroogal
Jason Vitug
•
Há 9 anos
Personal Finance: Introduction to Behavioral Finance by @Phroogal
Jason Vitug
•
Há 9 anos
How to Avoid Summer Scams
Experian_US
•
Há 9 anos
How to Embrace Change at Work
LinkedIn
•
Há 9 anos
How to Plan and Set Financial Goals
Experian_US
•
Há 9 anos
Save Money or Pay Off Debt?
Experian_US
•
Há 9 anos
Celebrating Women's Wisdom
LinkedIn
•
Há 10 anos
How to Host a Networking Event
LinkedIn
•
Há 10 anos
Personal Information
Organização/Local de trabalho
Southfield, Michigan United States
Cargo
President and Founder
Setor
Finance / Banking / Insurance
Sobre
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Marcadores
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Ver mais