Seana Fardy,CFP、CLU 是 W.I.L.D. Financial Solutions Inc. 的公司主席,她的專長是賦予客戶知識從而自信地作出理財決策,協助他們簡化複雜的財務問題。擁有 17 年從業經驗的 Fardy,始終堅持 W.I.L.D. 的原則,即「資訊充足」(well-informed) 和「動感人生」(living dynamically)。
Dana Mitchell,CFP、CLU 是理財規劃公司 Basis Wealth 的老闆。憑藉 20 多年的豐富經驗,Mitchell 致力與客戶合作累積財富,同時保護對他們重要的事物。
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.