As a Certified Financial Planner™ and the founder of Twenty, I bring a fusion of deep financial acumen and therapeutic insights, ensuring a holistic approach to financial wellness. With over 30 years of leadership in investment management, my strategies are tailor-made for individuals seeking fiscal clarity and emotional balance in their financial journeys. My commitment to financial literacy is further evidenced through CoLearning Books, where I've authored resources to empower a new generation. If you're searching for a CFP® professional who navigates the complexities of finance and understands the emotional landscape intertwined with it, I am here to guide and support you.