As a wealth management manager, I serve individuals and families and help them build and manage a comprehensive plan that incorporates all aspects of their financial life. No matter how complex their financial situation is, I assist them with major life transitions, such as retirement, divorce, and elder care planning.
If I could meet one person from history, it would absolutely be Leonardo da Vinci. He was a renowned artist but also a scientific genius. His vast array of skills and knowledge are fascinating.