Investment Analyses for Portfolio Restructuring and Rebalance

With more than 13 years if experience in the Financial Services Industry and Personal Financial Planning, I have helped multiple families and business owners with their finances and goal-based planning to accomplish the goals they have been planning for or wanting to achieve. Have been in charge of Financial Planning, Investment Research, and Training with the current employer and handling administrative tasks to keep the business up and running and compliant to the regulatory framework we work within. In my free time, I love watching Friends and spending time with friends playing cricket.