Archive for November, 2015

Fall 2015 Newsletter

November 16th, 2015

I have a very capable assistant now helping me. Emilia has passed the exam needed to become a CERTIFIED FINANCIAL PLANNER™  practitioner and has worked at another financial planning firm in Brooklyn. She also has engaged in pro bono work. With her help, I can now accept new clients. Before reopening fully, I wanted to… Read more