Seana Fardy,CFP、CLU 是 W.I.L.D. Financial Solutions Inc. 的公司主席,她的专长是赋予客户知识从而自信地做出理财决策,协助他们简化复杂的财务问题。拥有 17 年从业经验的 Fardy,始终坚持 W.I.L.D. 的原则,即”信息充足“(well-informed) 和”动感人生“(living dynamically)。
Dana Mitchell,CFP、CLU 是理财规划公司 Basis Wealth 的老板。凭借 20 多年的丰富经验,Mitchell 致力与客户合作累积财富,同时保护对他们重要的事物。
Seana Fardy, CFP, CLU, is president of W.I.L.D. Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”
Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.