Educate and empower the next generation of investors to take control of their financial futures.
You will learn basic, intermediate, and advanced financial planning and investment concepts from an experienced investor and advisor. We will start by building your financial foundation and then developing your investment strategy.
Everyone is welcome. Regardless of income or asset level, everyone will benefit from the discussion.
About the organizer:
Rick Vazza, CFA, CFP
Rick Vazza is President of Driven Wealth Management, a financial planning and investment firm that partners with ambitious professionals and business owners. Prior to founding Driven, Rick served as Vice President and Portfolio Manager, responsible for investing and managing over $300 million of client assets at SunTrust Bank. Prior to joining SunTrust, Rick advised high net worth clients in New York City for Fidelity Investments. As a Certified Financial Planner, Rick developed expertise around many of the real world financial planning topics we struggle with everyday.