I am a software developer turned financial adviser, with a passion for helping people make intelligent choices regarding saving, investing, tax planning, and estate planning. * Strong interpersonal and analytical skills * Detail-oriented and client-focused * Consistently recognized by employers, instructors, and peers as knowledgable, adaptive, and productive I was certified as a CFP professional in 2009. I have been an Enrolled Agent since 2010. I have been a CFA professional since 2011. Specialties: Financial analysis, Operational efficiency, Spreadsheets, Technology