WEALTH CEO

Financial advice; financial advice and consultancy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial management; financial planning; financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, wealth accrual and management; financial risk assessment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial trust planning; insurance services, namely, underwriting, issuing and administration of life insurance; providing information in the field of finance; strategic financial advisory services