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What I am not: I am not a 22 year old FINfluencer → I'm all for young entrepreneurs, but taking financial advice from a 22 yr old is probably not the best idea I am not a Life Insurance Salesman disguised as a Financial Advisor → NHL Player Jason Garrison was sold $30 MILLION of insurance policies and ended up drowning in them I am not selling you get rich quick schemes → looking for get rich quick schemes? please unfollow What I am: 35 years old → I'm not super old, but I have some grey hairs and life experience CFA Charterholder → studied 1,000+ hours and passed all three on first go Ex-Portfolio Manager → Fiduciary (LEGALLY held to act in client's best interest) Ex-Sell Side Equity Research → analyzed and sold research on stocks Director of Family Investment Co. → 3rd Generation, 11 cousins equal shareholders. 23% CAGR on our equity. VP Acquisitions for Real Estate Investment Firm → Value add real estate - providing Limited Partners with passive real estate exposure. Invested in all asset classes → large cap stocks, small cap stocks, commodities, fixed income, privates/alternatives Invested in Bitcoin since it was $3,500 → do your own research, but it is inevitable in my opinion. An INSANE passion to help others invest → NOTHING gives me more satisfaction than helping a friend be a great investor First time girl dad → best thing I've ever done in my life. P.S. If you want to learn about how to get started investing, improve your habits, and become a great investor, you can take my self guided course: THE SIMPLY INVESTING MASTERCLASS In this 120-minute video course, you will learn everything you need to know to get started investing, improve your investing habits, and grow your wealth. You will transform from being unclear and scared about investing, to a capable and confident investor. → GO HERE: www.edwardgudewill.com/invest
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