Personal Information
Unternehmen/Arbeitsplatz
Southfield, Michigan United States
Beruf
President and Founder
Branche
Finance / Banking / Insurance
Webseite
http://budgetwisefinancial.com
Info
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Tags
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Mehr anzeigen
Präsentationen
(2)Gefällt mir
(10)The Debt Escape Plan
Experian_US
•
Vor 8 Jahren
How to Rebuild & Raise Your Credit Score
Experian_US
•
Vor 9 Jahren
Personal Finance The Psychology of Spending by @Phroogal
Jason Vitug
•
Vor 9 Jahren
Personal Finance: Introduction to Behavioral Finance by @Phroogal
Jason Vitug
•
Vor 9 Jahren
How to Avoid Summer Scams
Experian_US
•
Vor 9 Jahren
How to Embrace Change at Work
LinkedIn
•
Vor 9 Jahren
How to Plan and Set Financial Goals
Experian_US
•
Vor 9 Jahren
Save Money or Pay Off Debt?
Experian_US
•
Vor 9 Jahren
Celebrating Women's Wisdom
LinkedIn
•
Vor 10 Jahren
How to Host a Networking Event
LinkedIn
•
Vor 10 Jahren
Personal Information
Unternehmen/Arbeitsplatz
Southfield, Michigan United States
Beruf
President and Founder
Branche
Finance / Banking / Insurance
Webseite
http://budgetwisefinancial.com
Info
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Tags
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
Mehr anzeigen