I began my financial planning career as a wealth management intern at UBS Financial Services while earning a master's degree in personal financial planning at Bentley University. I became a CERTIFIED FINANCIAL PLANNER™ professional while providing individuals and families with comprehensive financial planning advice at a firm close to my hometown of Byfield, Massachusetts. Volunteering at a local financial literacy initiative and assisting friends with financial decisions helped me realize I could help other young professionals as well.
Everybody's financial goals are different, so I think it's important to tailor financial advice to each individual or family. I believe anybody can make sound financial decisions if equipped with a solid foundation of financial education.
Moving is never easy, and moving across the country can be even more intimidating. But freelancer Brandi Diaz chose to make an adventure out of it.