Testimonials

It has been a great month learning investing with you! Your training has brought me clearer views to the universe of stock trading methods and ideas, and inspired me to further identify where I am and where I want to be in this universe.

Weibin S.
San Francisco, California

I wanted to thank you for your wonderful coaching and the help with creating my IPS (Investment Policy Statement). This has been a real eye-opener for me, and the foundation for my financial goals going forward. I actually believe I can use an IPS type of statement for all areas of my business and life!

Dustin C.
Los Angeles, California

As a 29 year old man looking back on years of failed financial planning, I can finally understand what I should be doing, just by reading your ‘Beginners Workshop.’ From having almost no clue how all this investment and retirement stuff works I now have a plan that will get me to where I want to be by the time I reach 65. Now I just need to pay off all that ugly debt and put my money to work.

George B.
Rochester, NYr