Joseph has deep, varied and first hand experience inside the financial services industry,
knowing what it's like and what it takes for a person to achieve financial
independence. Most authors i...mehr sehenJoseph has deep, varied and first hand experience inside the financial services industry,
knowing what it's like and what it takes for a person to achieve financial
independence. Most authors in this genre are not professional financial
advisors.
A very experienced and knowledgeable financial practitioner who helped thousands of people.
Retired now and living abroad. While working in the industry, Joseph earned the CFP designation and the CFA charter. He's worked on Wall Street and Main Street. He's worked at investment banks, traditional banks, trading firms, financial planning firms, non-profits, and as an independent advisor.weniger sehen