Looking for a particular professional?
She has been helping clients achieve their financial goals for 17 years and specializes in developing savings behaviors, implementing debt reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes, and maximizing client balance sheets.
Jaime holds a BSBA in finance from Duquesne University and specializes in providing financial peace of mind.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
You might also like
New year, new you: Nine steps toward financial success in 2022
The new year is the perfect time to create resolutions that improve your life; and a great one is to review your personal financial situation and update your plan. Use this checklist to get your financial house in order for 2022.