It's My Money! by Elizabeth Saghi

It's My Money! by Elizabeth Saghi

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It's My Money! by Elizabeth Saghi

Do you feel overwhelmed or confused trying to make sense of all the financial products and services out there? Are you worried that you'll run out of money when you retire? Do you rely on others to make financial decisions for you? It's My Money will answer your questions about budgeting, saving, investing and managing your money. The guidelines in this book will set you on the path to financial independence and security. You'll build that nest egg and watch it grow. You'll know what you own and why you own it. Money doesn't buy happiness, but it does give you options. When you're in control of your money, you're in control of your life
Elizabeth Saghi is the Founder and President of InAlliance Financial Planning, a fee-only advisory firm based in Santa Barbara, California. She has over thirty years of experience in several different areas of the financial services industry. The first half of her career involved working with institutional clients for Merrill Lynch in New York and Bahrain, then with Credit Suisse and BNP-Paribas in London. She returned to the U.S. and joined a team at Morgan Stanley in San Francisco that provided retirement planning and financial literacy seminars to employees of some of the largest firms in the Bay Area, including Apple, Intel and McKesson. Elizabeth also served as the Investor Relations consultant for small, public companies in the San Francisco Bay Area with the Financial Relations Board, now part of the Interpublic Group. After moving to Santa Barbara in 2004, she joined Santa Barbara Bank & Trust as Marketing Manager for their Commercial & Wealth Management Group. In 2013 she acquired her CFP (Certified Financial Planning) certification and founded InAlliance Financial Planning so that she could fulfill her dream of offering objective, fee-only financial advice to clients from all backgrounds, with a particular emphasis on helping women. Elizabeth received her Bachelor's degree from Boston University and her Certificate of Financial Planning from the College of Financial Planning in Denver. She is a member of NAPFA (National Association of Personal Financial Planners), ACP (Alliance of Comprehensive Planners), and FPA (Financial Planning Association). She lives in Santa Barbara with her family and is very involved with several local non-profit groups, including the Breast Cancer Resource Center and the Pierre Claeyssens Veterans Foundation.
SKU Unavailable
ISBN 13 9781944177577
ISBN 10 1944177574
Title It's My Money!
Author Elizabeth Saghi
Condition Unavailable
Binding Type Paperback
Publisher Crescendo Publishing, LLC
Year published 2016-11-15
Number of pages 136
Cover note Book picture is for illustrative purposes only, actual binding, cover or edition may vary.