Advisor at Foresight Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alma, GA
Credentials
CFP®
Industry experience
2 years
I’m a CFP® professional and fee-only financial planner dedicated to helping optometrists navigate the unique financial decisions they face, from student loans to practice transitions to long-term investing. I take an education-first approach so clients can feel confident in every step of their financial life. I also work with a small number of clients locally in southeast Georgia.
I'm here to do more than manage your finances. I'm here to empower you and guide you through every financial decision with the wisdom of personal experience and the precision of professional expertise.
My commitment is to not only anticipate the financial hurdles and opportunities unique to optometry but to navigate them alongside you, ensuring that each step you take is informed, confident, and aligned with your personal and professional goals.
Based on Foresight Financial Planning
$3500
$350
Alma, GA
Georgia
Foresight Financial Planning, LLC,
2023 - Present (3 years)
Sabbatical
2023 - 2023 (1 year)
NextSite
2017 - 2023 (6 years)
Rankin M. Smith, Sr. Student-Athlete Academic Center
2017 - 2017 (1 year)
Oglethorpe County Commissioner's Office
2017 - 2017 (1 year)
University of Georgia
2013 - 2016 (3 years)
University of Georgia: Carl Vinson Institute of Government
2013 - 2016 (3 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 66
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Series 63, Series 65
Alma, GA
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