At Freedom One I conduct investment and asset allocation research to ensure that the clients who have entrusted their 401(k)'s to us get the most appropriate investment solutions for their unique situations.
I am also the Chief Investment Officer at Scale Investment Group, which I am just launching now (we will be fully operational by early Fall 2010), I focus on helping individual investors that are traditionally overlooked by advisory firms, such as young professionals. I provide investment education, financial planning and full investment management at a cost that is well below industry averages.
| Job Title: |
Investment Analyst |
| Company: |
Freedom One Financial |
| College: |
Penn State University, MBA, University Park, PA
|
| High School: |
Bensalem High School, Bensalem, PA
|
| Lives In: |
White Lake |