Specialties
About Me
I am an empathetic Financial Advisor with 25+ years of experience in the financial services industry, who diligently pursues improvement in client financial situations through careful evaluation and thoughtful recommendations.
I specialize in planning for pre-retirees, “sandwich” generation and women. As a personal finance professional, I can: - Help you clarify and define your goals - Recommend solutions that fit your needs - Deliver timely information - Explain how changing financial conditions affect you - Monitor your financial progress - Make investment and education planning easier
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
A Registered Investment Adviser agent (“RIA agent”) may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state’s RIA agent requirements, as the case may be. Follow-up, individualized responses to consumers in a particular state by the RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state’s RIA agent requirements, or pursuant to an applicable state exemption or exclusion. Grey Kirwan Financial is an investment advisory firm in Reston Virginia that is registered with the States of Virginia and Maryland. For information concerning the licensure status or disciplinary history of a Registered Investment Adviser, or RIA agent, a consumer should contact his or her state securities law administrator.