Personal Information
Organization / Workplace
Southfield, Michigan United States
Occupation
President and Founder
Industry
Finance / Banking / Insurance
Website
http://budgetwisefinancial.com
About
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Tags
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
See more
Presentations
(2)Likes
(10)The Debt Escape Plan
Experian_US
•
8 years ago
How to Rebuild & Raise Your Credit Score
Experian_US
•
9 years ago
Personal Finance The Psychology of Spending by @Phroogal
Jason Vitug
•
9 years ago
Personal Finance: Introduction to Behavioral Finance by @Phroogal
Jason Vitug
•
9 years ago
How to Avoid Summer Scams
Experian_US
•
9 years ago
How to Embrace Change at Work
LinkedIn
•
9 years ago
How to Plan and Set Financial Goals
Experian_US
•
9 years ago
Save Money or Pay Off Debt?
Experian_US
•
9 years ago
Celebrating Women's Wisdom
LinkedIn
•
10 years ago
How to Host a Networking Event
LinkedIn
•
10 years ago
Personal Information
Organization / Workplace
Southfield, Michigan United States
Occupation
President and Founder
Industry
Finance / Banking / Insurance
Website
http://budgetwisefinancial.com
About
I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
Tags
credit counseling
debt
creditchat
experian
credit
saving money
goals setting
budgetwise financial solutions
america savings week
saving for retirement
See more