Est. 2024 | San Francisco, CA
Provide investment advice to underserved cohorts to aide closing the wealth gap.
Unlike traditional wealth managers, I serve the part of the community that needs the services the most. I aim to facilitate upward mobility, close the wealth gap and provide education and tools to these niche (but not exclusive) groups: 1-Hospitality industry 2-Young adults 3-Immigrant business owners 4-Young professionals