Financial Advisor in New York, New York with 4 Year(s) of Experience
Certified Financial Planner (CFP) - 253297
Chartered Financial Analyst (CFA)
Overall, investing and soccer nerd. My commitment is to life long education in order to best serve my clients in an constantly changing world. I provide a transparent process to inform my clients with the most relevant information that will impact their investment portfolios. When away from work, I spend my time with my family or volunteering to teach finance or leadership skills in the community.
Almeida Investment Management
As a fiduciary, we choose to be held to the highest standard of care. We will maintain a strong commitment to being a fee-only advisor that puts people before products. As a private company, we are responsible only to our clients, not to shareholder value.
BBA - Finance
Duration: 2007 - 2011
Advisor SEC/CRD #
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Are you a Fiduciary?
Do you receive any commissions or fees based upon financial products that you provide to your clients?Yes
Methods of Compensation
Assets Under Management (AUM)
Preferred Client Type
National Association of Personal Financial Advisors (NAPFA)
Volunteer Experience10zTeam Soccer - "Building Community Through Soccer"
NYC Marathon 2016
Publications Featured In
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