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Maile F.

Financial Advisor

Location:

Colorado Springs, CO

Member since:

April 25, 2012

What type of business do you do?

Wealth management and financial planning.

Are you full-time in this business?

Yes.

What would you like from this group?

Referals for potential clients. A good client is: -Intelligent -Responsible -Recognizes the value of professional advice -Has economic potential

Are you a member of another exclusive referral group (ie. one that limits member to one per business)?

No.

If you decide to join our group, are you willing to commit to actively participating in this group by bringing guests, meeting with group members and providing referrals?

Yes.

Introduction

Inspired wealth management and financial planning. Certified Financial Planner (R) and Accredited Investment Fiduciary (R) with 20 years experience. 422 E. Vermijo Avenue, #310 Colorado Springs, CO 80903 [masked]


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