And I Founded Celestial Wealth Management In 2009.
I Am A Husband, Father And Business Owner. I Love Helping People Learn About Personal Finance, Challenge Conventional Thinking And Achieve Their Goals.
From an early age, I was a math geek. I traded baseball cards as a kid and was enthralled how the bid-ask spreads worked in my Beckett Baseball Card Monthly Magazine. I attended many card shows in middle school and learned a lot about business and markets for goods. I even had my own booth at a show.
I invested a lot of time…probably too much at that point, following baseball statistics. I tried to identify price-chart patterns and analyze statistics to find undervalued players who may be ready for a break-out. I would then purchase their rookie cards and if they broke out, I would sell them to dealers for a profit. Looking back, I can’t believe how similar that was to my career as a financial advisor.
with a B.S. from the Frank Perdue School of Business. Major in Finance, Minor in Economics
Accepted my first post college job as a financial advisor with the Wall Street bank, Morgan Stanley in Baltimore, MD
Appeared on Channel 2 News (ABC) Senior Living on March 29, 2003 discussing personal finance tips
After seeing how the Great Financial Crisis (GFC) brought the financial world to its knees, I decided I wanted to work for myself, not Wall Street and take my future in my own hands. I became an independent financial advisor, founding Celestial Wealth Management.
I joined the Towson chamber to help business owners in the area connect with the local community where I live, work and play. I quickly became a board member and chair of the local WinterFest committee.
Formally created the Path Toward Prosperity Financial Planning Process.
After a conversation with a client, I began to pivot toward providing financial advice using videoconferencing and screen recording software.
I wanted to create a platform to distribute educational content about personal finance for clients as well as people around the world. It’s no secret that financial literacy is generally low and not taught in the education system. I believe the blog can help bridge that gap.
Converted to a fully Virtual Financial Advice Practice serving clients all over the country virtually.
After completing rigorous course work, case studies and a board exam, I acquired the designation. According to Cerulli Associates, as of 2019, only 25% of registered financial advisors in the U.S. have the designation.
The See The Forest Through the Trees YouTube channel was created to provide another avenue to educate viewers on various financial planning and investment topics.
Built brand new, custom, virtual office and production studio.
Packaging the entire process into a 2 day crash course in financial planning for business owners.
Created new Tag Line for Celestial Wealth Management,
Get Clear. Be Clear.
New website, client interface to help clients
efficiently and effectively manage their wealth.
© Celestial Wealth Management. All Rights Reserved | Disclaimer | Privacy Policy
Celestial Wealth Management has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Through this policy and its underlying procedures, Celestial Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of current and former clients’ records and information. We want you to know what information we collect and how we use and safeguard that information.
We collect certain nonpublic information about you (“Customer Information”). The
essential purpose for collecting Customer Information is to allow us to provide advisory services to you. The types of personal information we collect and share depend on the product or service you have with us. This information can include:
We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services in furtherance of the client’s engagement with Celestial Wealth Management. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
We collect your personal information, for example when you
We may disclose the client’s information for our everyday business purposes:
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. Celestial Wealth Management only authorizes employees who have signed a copy of the Privacy Policy to have access to client information. Employees violating Celestial Wealth Management’s Privacy Policy will be subject to our disciplinary process. In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.
If you have questions about this privacy notice or about the privacy of your customer information call (443) 438-7211 or visit http://www.celestialwm.com and ask to speak to the Chief Compliance Officer
