Wendy Salz at The Financial Friend

Practice Details

CDFA - Financial Neutral, Financial Advocate, Financial Coaching

Address

Degrees and Experience

10 years' experience as Financial Advisor in Los Angeles and New York
8 years' experience working as marketing executive in Big Law firms in New York
CDFA
Program on Negotiation at Harvard Law School
Karrass Negotiation
prior licenses voluntarily lapsed: Series 7 and Series 66, Life Insurance Agent, LTC expert
Wellesley College, Math and Music double-major

Professional Memberships

IDFA
MCLC and MCLC Membership Committee and MCLC Steering Committee

Regional Information

99.9% of my work is done remotely via Zoom. I do travel to meet clients in person. Nothing beats face time! I'm also available to with their mediators and attorneys when needed.

Fee Information

Upon request.
Sliding scale consideration given upon further discussion.