Are you confused about what investing account to open? I’ve been there.
Have you tried investing before but lost money? I have been there, too.
I bought my very first stock in 2010, and I’ve been helping others grow their wealth through the stock market ever since.
Today, I’ve helped my students and clients invest over $140 million.
Today, I know what it takes to find the right investments and protect your portfolio.
But back in 2010, things were different. I just completed my internship at an investment firm in NYC. After 10 weeks on Wall Street, I was still confused about how the stock market worked, what to invest in, and how to start investing on my own.
There I was at the center of the finance world, literally on Wall Street and couldn’t figure out how to invest on my own. I read all the books and watched all the videos, but when it came time to open my account, I would get lost and second-guess myself.
That’s when I learned I didn’t need to grasp everything overnight. I knew that if I could start to master just 1-2 topics at a time, I could slowly grow my investing knowledge base.
Four years later, I would find myself in New York working as a financial advisor, helping people understand the stock market by breaking their investing goals down into simple, easy-to-follow steps.
That process started to catch on. By 2017, I was named one of the top 100 Most Influential Financial Advisers by Investopedia. My simple process to the stock market works.