I am a CERTIFIED FINANCIAL ANALYST professional fueled by the passion to educate others on the in’s and out’s of successful money management and ensure they take the guesswork and stress out of planning their money. As a member of The Institute of Certified Financial and Investment Analysts Kenya and also a committee member to its Council; I have delivered sound financial advisory to a client portfolio exceeding Kshs. 10 billion. I hold a Master’s and Bachelor’s degree in Finance from Strathmore University. The passion and drive to start a personal Financial Advisory and Wealth Management consulting practice got triggered while I was working as a pensions consultant. I witnessed the plight of retirees falling into abject poverty having lost everything after a few years post-employment due to financial illiteracy. A lifetime of working and earning good salaries got wiped out as soon as they stepped out of formal employment. The above experience gave me an insatiable drive to ensure people acquire and execute the right financial discipline needed to sustain wealth and gain financial freedom. Over the years, I have specialized in educating and empowering individuals and families to see their money clearly so they can then start to plan for and live the life they want. I strongly believe that money should not stop people from dreaming big instead, quite the opposite. It should be the means of fueling its realization. Through the development of clear action plans tailored to a specific client's financial profile; everyone should be able to live and retired in ways the only envisioned as a dream. Personal Vision Statement Educate and empower people attain financial peace of mind. Personal Mission Statement Through training and coaching, I help people hurting from the results of financial stress manage their money so they can live the life they want.
What I Believe
•Mastery – Am a master in the field and a master in developing others as well •Excellence - I strive for Excellence in everything we do •Reliability - Am always at our clients' service •Client-Centricity – All trainings and coaching sessions are designed with the clients in mind