Funding education

Funding education

Nelson Mandela said, “Education is the most powerful weapon which you can use to change the world.” Many of our clients place a predominant value on education for their children and grandchildren. Funding education expenses can be a daunting task with the rising cost of colleges and universities. We help to relieve our clients of this task, by working closely with them to create strategies that maximize growth, balanced with risk management and tax efficiency to work towards educational goals.

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Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life.

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup></span>

Steve Carlsen
CSRIC®

Managing Partner, Wealth Advisor

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