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


Accomplish Your Goals

Work with a Certified Financial Planner to demystify your finances

Stay On Track

Schedule quarterly check-ins and ad-hoc reviews

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

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