Recent Posts

July 17, 2019

Please reload

Celebrate With Me: CFP PRO

I hope you don’t mind me sharing a huge win with you...


And it really has to do with you, becuase it’s you that makes everything I do each day worthwhile.


So... I was recently declared a CFP PRO through the CFP Pro organization.

They did a whole spotlight video and everything! I am humbled and so grateful for this honor and ask that you celebrate with me!




Thanks for letting me share!


To your financial success...




Please reload


Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048


323.389.5153 Phone

323.852.3183 Fax

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Instagram Icon
  • Black YouTube Icon
  • Black Google+ Icon

© 2020 Financially Wise, Inc. All Rights Reserved.

Site designed by​