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Financial Planning Session

$325 current bid
4 Bids
FMV: $450

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Twin Bridges - Laura Friedman - CFP - One Financial planning session with Twin Bridges Advisors up to two hours.

Laura has been an individual Certified Financial Planner for 14 years and has 25 prior years of institutional investment experience, primarily focused on asset allocation and risk management strategies. She uses a customized financial planning approach to meet individual client needs.

Laura received her BA in Theoretical Mathematics and Political Science from Brandeis University and her MBA in Finance and Statistics from the University of Chicago, Booth School of Business

Testimonial - Kathleen Riorda - W!se employee - "I have referred Laura to several friends - all types. Despite my 30+ years in finance, Laura's financial planning insights have proven invaluable."

In-person or virtual - Mutually agreed upon time and place.