Ali

Price $52
Answer 1h

$52/h

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Finance
Financial management
Tax system
Risk Management
Advocacy

Ex financial Advisor and a mortgage agent. I specialize in helping breadwinners to build a better financial plan for their future

Finance
Financial management
Tax system
Risk Management
Advocacy

Lesson location

- online

About Ali

Having worked in the financial industry for several years and helping families in different ways. It enabled me to understand how the industry works and how it may incentivize specific products over others for the sake of higher commission and not the best interest of the client. Here I decided to leave the industry and my licenses behind me for that reason and provide a third party consultation to make sure that my clients are on the right path toward their financial goals

About the lesson

As an immigrant, I understand the value of hard-earned money and saving it for the future and the best way to do that is by paving a clear path to it.

My method of helping families is to use simplified ways of explaining concepts. Whether it is building wealth or eliminating debt I do have the solution for it.

I did have three licenses in the financial industry CIFC, LLQP, and RMAC. these licenses allowed me to work with businesses and families to either protect or build wealth or get a loan too

what I offer here is a third-party opinion on what may need to be done instead of trying to push a certain product to get the biggest commission one can get.

Ex financial Advisor and a mortgage agent. I specialize in helping breadwinners to build a better financial plan for their future

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About Ali

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