Gender

Male

Location

Crystal River, FL

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

Almost four decades of analysing personal financial issues including real estate, stocks, bonds, limited partnerships, taxes, estate planning, retirement planning, ethics, social security, medicare, behavioral economics- literally all elements impacting an individual. Registered Investment Advisor Life and Disability Insurance Analyst Have taught extensively at private corporations and universities such as the University of California. Act as an expert on most areas of financial planning.. Extensive writing in field- focus towards real life application of product. Maintain largest independent financial planning web site (EFMoody.com) designed for consumer knowledge and protection since 1996. Over 5,000 pages of detailed info. This is NOT Suze Orman, Robert Kiyosaki or Jim Cramer drivel. Daily commentary is the most extensive in field.

I am interested in

Speaking engagements, Consulting offers, Expertise requests