AB Financial

AB Financial offers clients financial planning, portfolio management and investment evaluation services. As a CERTIFIED FINANCIAL PLANNER (CFP) and IRS Enrolled Agent (EA), I can help with everything from insurance, investing and taxes, to retirement rollover distributions and conversions, education planning and funding, and maximizing employer benefits. Further, with nearly a decade of direct investing at a top tier private equity firm, as well as experience as a CFO of a successful venture-backed software company, I can also help with evaluating new business opportunities. Finally, I can assist with alternative investment strategies, like hedge funds and private equity. More on my website at www.abfinancialplanning.com.

Website

http://www.abfinancialplanning.com

External link for AB Financial

Industry

Financial Services

Company size

1 employee

Headquarters

McLean , VA

Type

Self-Owned

Founded

2016

Specialties

certified financial planner, investment management, direct investment analysis, and IRS Enrolled Agent