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.
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:
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