Because Everyone Should Have A Financial Plan.
Ekenna Anya-Gafu, CFP®, AAMS®
Financial Wellness
For You and Your Loved Ones
- One-On-One Sessions
- Family-Focused Financial Wellness Workshops
- Financial Literacy Assessments
- Accomplish Your GoalsWork with a Certified Financial Planner to demystify your finances
- Stay On TrackSchedule quarterly check-ins and ad-hoc reviews
- Life HappensTackle the highs and the lows of life and avoid emotional pitfalls
We Take Performance Seriously
FINRA Accredited Designations
- Charted Financial Analyst - CFA
- Certified Financial Planner - CFP
- Accredited Investment Fiduciary - AIF
- Certified Public Accountant - CPA
- Accredited Asset Management Specialist - AAMS
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10 Best Personal Finance Podcasts In 2022
Over the years, uptake of financial information has been on the rise. ...
William Huston, AIF®, AIFA®May 16, 2022
What Is a Will?
6 second take: Are you prepared for the worst? Make sure you know what...
William Huston, AIF®, AIFA®May 11, 2022
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