Seran Investment Strategies

As a Certified Financial Planner, my job is to help you navigate the
intersection of life and money. My goal as your financial advisor is to
help you live a confident, full and purposeful life. When we accomplish
that; there is mutual satisfaction from an enduring, successful
relationship.

I have been a financial advisor going on 30 years. 
During that time I  have earned the Certified Financial Planner (1995),
Certified Divorce Financial Analyst (2000) and Chartered Retirement
Planning Counselor (2005).