FINANCIAL ENTREPRENEUR

FINANCIAL PLANNING; FINANCIAL SOLUTIONS, NAMELY, FINANCIAL ANALYSIS AND CONSULTATION; FINANCIAL PORTFOLIO MANAGEMENT, NAMELY, ASSET ALLOCATION; ADVICE RELATING TO INVESTMENTS; FINANCIAL ADVICE, NAMELY, FINANCIAL CONSULTATION; INSURANCE CONSULTATION AND BROKERAGE; ESTATE PLANNING; FINANCIAL PLANNING, NAMELY, LEGACY PLANNING; FINANCIAL SERVICES, NAMELY, CHARITABLE AND PHILANTHROPIC FINANCIAL PLANNING