Wizard Financial Planning

Specialties

Wizard Financial Planning provides personalized service for all of your Financial Planning needs. Whether it is investment advice, planning to send your child to college, selling your home or preparing that evil tax return, the Wizard can help. Don’t struggle through all of these challenges alone. The Wizard is an expert at managing your money and many of life’s challenges.

History

Established in 2000.

Wizard Financial Advice was set up after the Wizard Wall Street’s rat race, where I had specialized in rating Public Finance debt. Instead of providing my expertise working for Standard & Poor’s Corporation, where I provided analyses for the major investment the Wizard decided to serve the personal investor.

Meet the Business Owner

Andrew G.

Business Owner

I spent fifteen years working on Wall Street at Standard & Poor’s Corporation. There I became Associate Director of Public Finance Ratings. Back in 2000, the Wizard decided to leave the rat race where he was providing financial advice to the major investment firms so I could serve private investor. Life also taught me important lessons about many financial choices which allow me to provide a full range of financial services.

After going through the experience of selling my first home using a realtor, I realized there had to be a better way. Over subsequent the years, I sold a total of five properties in three states without ever again suffering the troubles and unnecessary expense of using a an agent.

Putting my children through college gave me first hand knowledge of how to get them into the best schools while avoiding the many pitfalls along the way.

You can also benefit from my many years of preparing those evil tax returns.