In This Training, We'll Cover:
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Establishing realistic passive income goals
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How passive income works with investing
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Creating your investing action plan
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The number one key to your investing success
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Hi! I'm Maggie.
I'm on a mission to help you feel strong and confident in your financial situation.
Here's why I can help:
→ CERTIFIED FINANCIAL PLANNER™ (designation received after a 12-month intense study program and 6-hour exam covering a full spectrum of financial planning topics)
→ 8 years of experience working at Charles Schwab, Morgan Stanley, and E*TRADE
→ Held a FINRA Series 7 License (Stock Broker, i.e. I sold investment products)
→ Held a FINRA Series 66 License (licensed to offer investment advice)
I'm committed to helping people feel empowered through learning how to confidently invest and build wealth.
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