Derek Mazzarella, CFP®'s Linkedin Analytics

Let’s face it, you don’t need a financial advisor. You can learn anything you want about finances from books or the internet. You can even have a robot manage your investments. Learning about finances that way takes time. Most people I work with are too busy to manage their own finances and don’t have the time to learn. Together, we can build on the good things you’ve already done to improve your financial outlook while having fun in the process. More importantly we can help you have an enjoyable and fulfilling life. How I Help Clients: ✅ Get financially organized ✅ Find ways to address taxes now and later ✅ Create a customized investment plan/Manage Stock Options/RSUs ✅ Develop systems to potentially save more money ✅ Plan for now and retirement The Potential Results: ✅ Build financial confidence ✅ Action is taken ✅ You can feel lighter and less stressed ✅ Increased financial knowledge ✅ You’ll save time You can book a time on my calendar to learn more about the process and see if we are a fit for each other. https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/VpFghfQFNkyVJj_M6ST9-A2