Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER, CFP(R) (with plaque design) and CFP(R) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
She has over 15 years of public accounting experience and has served a wide range of clients including individuals, corporations and pass-through entities. She has also worked with many types of industries and companies comprised of small privately held corporations, partnerships, LLCs and high net wealth individuals.
She has over 15 years of public accounting experience and has served a wide range of clients including individuals, corporations and pass-through entities. She has also worked with many types of industries and companies comprised of small privately held corporations, partnerships, LLCs and high net wealth individuals.
Services
No one person can be an expert in every field. We use other investment managers with specialized expertise to help us maximize the value of your Portfolio. Preserving wealth from generation to generation and protecting interests long into the future is a strong part of our service and another way that we can offer a sense of comfort to our clients.
We discuss your needs, goals, and expectations over a Zoom call. We also share more information about our firm and discuss the specifics of an engagement with J.E. Simmons and Company. We work with you to build your unique plan. We work with you through implementation and meet regularly to ensure you are on track to achieving your goals.
Reviews (4)
Mohammed Musa Inuwa
Nov 11, 2021
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I was so lucky meeting an expert trading account manager like Mrs Karen She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with Mrs Karen because I wasn't stable financially and today I have realize how interesting it is to be stable financially… with the help of bitcoin and Mrs Karen who is always there for me..now you have made my life so beautiful you're the best manager I can recommend everyone to work with when it comes to Cryptocurrency trading, thank you Mrs Karen.. Contact her with
Evan Wilson
Aug 12, 2019
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Vicky Robinson
Aug 06, 2015
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Lee Weinstein
Aug 05, 2015
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