Specialties
About Me
After 20 years of consulting Chick-fil-A Franchise owners how to make more money, they began asking me to help with their personal finances.
Now, I get the pleasure to help others grow wealth to empower purposeful living and giving. Although we have grown tremendously with the Chick-fil-A ecosphere, we desire to work with those who are aligned with our mission. We are fiduciaries who do not sell any products or services. No referral fees. Only compensated by the people we serve. We can help with planning, investments, taxes, setting up business retirement plans (401(k) and Cash Balance Pensions), and charitable or philanthropic desires. Feel free to book a no pressure Discovery call to see if we are a good fit and begin the move towards purposeful living and giving.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CPA/PFS, CFP, CKA, CGMA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Pandowealth. LLC is a Georgia-based Investment Adviser registered with the SEC (Securities and Exchange Commission). All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services.