When investors need a financial planner in Leesburg, VA, they do not hesitate to call me at Catoctin Wealth Management, LLC. With more than 10 years of industry experience and hundreds of satisfied clients, I am proud to be one of the most trusted providers of financial solutions in the area.
I am a chartered retirement counselor (CRPC), managing millions of assets, and in possession of an immaculate regulatory record. I go the extra mile to get to know my clients because I believe that this is the only way I can help them make the best financial decisions. I understand that every client has different needs when it comes to investments, so getting to know my clients is an important part of my work.
I always schedule consultations before making investment advice to my clients. I can discuss everything from building a retirement income to improving your current cash flow. This is also an opportunity for me to answer inquiries about my work experience, and help me explain my responsibilities as a licensed financial planner.
Financial planners help you set financial goals. During consultation, I will ask you specific questions that will help me determine your needs and financial priorities, allowing me to develop a practical and effective plan to achieve your financial goals. Moreover, I will help you fully understand your current financial situation. This is important to help you identify the right investment decisions.
As a financial planner, I am knowledgeable and experienced in the various ways that you can accumulate and grow your money with as minimal setbacks as possible.