As the Founder & CEO of Abundo, my focus is making sure we are providing great value to our clients across the country, creating a warm and collaborative environment for our growing team, and helping Abundo reach its incredible potential. Why I Founded Abundo Abundo was created to transform the financial industry for the better. Our pioneering model is rooted in fairness and transparency and our goal is to bring quality financial advice to everyone. We believe in empowering individuals with the right financial tools and advice, paving the way for a stronger financial future for all. Planning Specialties Cash Flow / Budgeting Workplace Benefits Travel Hacking Tax Planning Favorite Piece of Financial Advice When it comes to your investments, the only thing you can reliably control are the fees you pay. The impact this has on your portfolio performance and ending value is substantial. Lowering your fees can dramatically help you accomplish your goals more quickly. Professional Designations, Awards, and Accomplishments CERTIFIED FINANCIAL PLANNER™ (CFP®) Chartered Retirement Planning Counselor (CRPC) Certified Long Term Care (CLTC) Series 7 & Series 66 licenses Quoted In: CNN, NerdWallet, Vice, USA Today & The Washington Post, Podcast Guest: Financial Advisor Success Podcast, THINK Business, The Business School, Exit Strategies Radio Show Recent Blog Post How to Travel and Still Meet Your Financial Goals Fun Facts About Me After Abundo, I'm the most passionate about music and good coffee. Ask me about my favorite musicians or why I will run out of any coffee shop that serves different sized cappuccini.