Voluntarias Savvy Ladies
Alan Goldfarb, CFP, MBA
Biografía del voluntario
Transitional Divorce and Widow Counselling, Cash Flow and Budgeting, Portfolio Analysis
Since starting my career in Dallas, I've had the privilege of assisting families by helping them make smart wealth decisions, so they can maximize the probability of achieving their dreams. I've also successfully worked with widows and divorcees in their transition to financial independence. The most fulfilling aspect of my job is when I feel that I have truly earned the trust of my clients and have made a difference in their lives
Áreas de especialización (especificadas por el voluntario)
Divorce and Money;Investing;Marriage and Money;Retirement;Wealth Management
Spanish 
English