ABOUT ESCIENT FINANCIAL
escient / esh(ē-)/e/nt /
noun: from French, meaning wisdom
adverb: from French, meaning advisedly
The Financial Help You're Looking For
Escient Financial is an independent, fee-only, advice-only, fiduciary financial planning and investment advisory firm focused on helping clients improve their lives and build financial prosperity for their future. Escient Financial uses the latest technology, blended with tried-and-true techniques, to provide you with consistent, honest, simple-to-understand, and wise advice regarding your financial situations.
I want to understand what truly matters to you and tailor a financial plan that gives you peace of mind today and tomorrow. I care as much about why you're investing as what you're investing in.
Hello there! I have always liked helping people and problem-solving. One of the biggest problems a lot of people have is regarding money and finances, and preparing for the future. With that in mind, I thought what better way to both help people and problem-solve than be a financial planner? So I started Escient Financial to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to help you determine what your goals are and then help you implement a plan to achieve your goals. You have goals about your financial, family, and more. My goal is for you to achieve those goals and live your best life.
I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies™ (MPAS®), Chartered Retirement Planning Counselor℠ (CRPC®), Accredited Portfolio Management Advisor℠ (APMA®), Accredited Wealth Management Advisor℠ (AWMA®), Sports & Entertainment Accredited Wealth Advisor℠ (SE-AWMA℠), and Chartered SRI Counselor℠ (CSRIC™).
In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA), I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy and a recipient of the Certificate in Blockchain and Digital Assets. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and PlannerDAO.