https://www.youtube.com/watch?v=sLmlSBBTRlQ&ab_channel=CHANNELPMI

Because Everyone Should Have A Financial Plan.

Ekenna Anya-Gafu, CFP, AAMS
Financial Wellness

For You & Your Loved Ones

One-On-One Sessions
Family-Focused Financial Wellness Workshops
Financial Literacy Assessments

1

Accomplish Your Goals

Work with a Certified Financial Planner to demystify your finances
2

Stay On Track

Schedule quarterly check-ins and ad-hoc reviews
3

Life Happens

Tackle the highs and the lows of life and avoid emotional pitfalls
We Take Performance Seriously

FINRA Accredited Designations

Charted Financial Analyst - CFA
Certified Financial Planner - CFP
Accredited Investment Fiduciary - AIF
Certified Public Accountant - CPA
Accredited Asset Management Specialist - AAMS

Call Now Button