FINANCIAL ADVISOR
Ioana Nedu

Creating a financial strategy is like solving a puzzle — it only works when all the pieces fit together. I take the time to understand what truly matters to you, so we can build a personalized plan that aligns with your goals and values.

I work with individuals and families who are serious about their financial future and value professional advice. The value I add is simplifying the complex, keeping you organized, and helping you stay focused — whether you’re planning for retirement, optimizing your investments, or protecting your legacy. Clients often tell me they appreciate how genuine and clear my...