Financial Advisor,
Financial Planner
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.

As a financial advisor and financial planner, I work with individuals and families who are serious about their financial future and value professional advice. I use a disciplined, multi-step process of assessing my client's current financial and personal circumstances against their desired future state, and help develop strategies that help meet their personal goals, needs, and priorities...