A Financial Coach is a Certified Financial Planner (CFP) who acts as the client’s guide and mentor when making financial decisions. A financial coach doesn’t suggest specific stocks or mutual funds to buy or recommend, but rather helps a client define his financial goals and decide how to achieve them.
What people say about me
I started working with Almo in 2009 and found him to be an ethical, focused and detail driven individual.
He prides himself on providing his clients advice based on his in depth and varied knowledge of financial planning.
I cannot recommend him highly enough as a financial adviser and business mentor.
Copyright © [year] Almo Lubowski
