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Tell us about yourself:
Marrie Pettie is a Certified Financial Planner(CFP) and Senior Investment Advisor with over 20 years of experience in the finance industry. Marie's passion for helping clients achieve their financial goals has established her as a trusted expert in the field. Her expertise in investment strategy, financial planning, and retirement planning make her a valuable resource for individuals and business owners seeking to grow and protect their wealth.
Area of knowledge and what I know well:
Finance and Investment
Certificates/Awards
Certified Financial Planner(CFP)
05/2015
chartered financial consultant (ChFC)
04/2018
registered investment advisor (RIA)
09/2019
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The Online Community ACE program enables you to be recognized by your peers for consistent, high value contributions to the Community.

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  • Upload Your Profile Picture
  • Fill Out the "Tell us about yourself" Section
  • Share Your "Areas of knowledge"
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All Activity

Track your spending: Start tracking your spending regularly to know where your money is going. Once you identify your expenses, find ways to cut back on non-essential spending.Create a budget: Creating a budget is a great way to manage your finances....
MarieP352325 04-19-2023 07:17 AM
1
Reply
2
Kudos
719
Views
Track your spending: Start tracking your spending regularly to know where your money is going. Once you identify your expenses, find ways to cut back on non-essential spending.Create a budget: Creating a budget is a great way to manage your finances....
MarieP352325 04-19-2023 07:17 AM
1
Reply
2
Kudos
719
Views
Track your spending: Start tracking your spending regularly to know where your money is going. Once you identify your expenses, find ways to cut back on non-essential spending.Create a budget: Creating a budget is a great way to manage your finances....
MarieP352325 04-19-2023 07:17 AM
1
Reply
2
Kudos
719
Views
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Public Statistics
Date Registered ‎04-14-2023 01:56 PM
Last Visited ‎05-17-2023 03:43 AM
Total Messages Posted 1
Total Kudos Received 2
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