As your Chief Financial Officer, Bobby will be there for you every step of the way to help you manage your personal finances. From budgeting and saving to investments and insurance, Bobby can help you achieve financial peace through strategic planning and management as your personal CFO.
Developed from working at top Wall Street firms, Bobby has a different approach to managing personal finance. The first step is designing the blueprint for your ‘Financial House’. Using Bobby’s approach, your ‘Financial House’ starts with the foundation and builds upon that to help you achieve your goals and reach financial peace.
From working at top Wall Street firms, I developed a different approach to managing personal finance.
Learn about the wide range of financial services Bobby can provide for you.
Metanoia can shop the top insurance agencies to provide you the best deal.