Calvin, a Certified Financial Planner™ and an IRS Enrolled Agent has been involved in the financial services industry for over 15 years. Calvin is passionate about providing individualized financial advisor services, wealth management, and asset accumulation assistance to individuals, families, and groups. These services are provided without consideration of income, net worth, or investable assets.
Calvin recognizes that we are all in different places in our financial lives, personal lives, and have our own value system about money. Calvin strives to provide the personalized financial services that would be needed for people and families to reach their financial and life goals.
Calvin has written a book entitled Path To Abundant Living a faith-based guide to financial health and independence. Calvin covered a few life topics and concerns that most financial advisors do not even address and that reader would find helpful.
If you want to learn more schedule a "let’s get acquainted" meeting.