Like you, I found finance and investing really intimidating. I grew up in a blue-collar family where money was tight and we focused on saving. We worked hard for our money, but our money wasn’t working for us.
I’m not into “get rich quick” schemes, but I knew there had to be another way to build a nest egg other than working overtime or a(nother) side gig. So I rolled up my sleeves and dove into the Finance Industry. I worked in the wealth management arm of a Major Bank for over 14 years to learn how the system works. I spent hundreds of hours studying to pass the 3 gruelling Chartered Financial Analyst exams and earned my CFA designation.
After seeing how the system serves those who were already wealthy, I knew I could leverage my knowledge to help the people the banks ignore.
People like my parents. People like you and me.