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About MarieP352325

Contributor

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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Budget & Savings

Financial Saving Tips

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

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