Exclusive Expert-Led Workshop
LGBTQ+ financial planning poses unique challenges faced by couples in achieving financial well-being.
Looking for solutions to develop a well-crafted plan? The proper guidance will help empower you with the knowledge and strategies to explore these challenges.
Watch our expert-led workshop featuring Zoe Vetted Advisor Nicky Amore, MBA, CFP®, CPWA®.
Don’t miss this opportunity to create a secure financial future.
Exclusive Expert-Led Workshop
LGBTQ+ financial planning poses unique challenges faced by couples in achieving financial well-being. Looking for solutions to develop a well-crafted plan? The proper guidance will help empower you with the knowledge and strategies to explore these challenges.
Watch our expert-led workshop featuring Zoe Vetted Advisor Nicky Amore, MBA, CFP®, CPWA®.
Don’t miss this opportunity – prioritize creating a secure financial future with your partner.
Nicky recently joined the Falcon Wealth Planning team after working previously as a Wealth Advisor Associate. With her academic, professional, and personal experience, she is excited to utilize her unique knowledge better to assist her clients and their specific financial situations.
Her time outside of work is spent with her alumni societies and volunteering with Savvy Ladies, an organization determined to reduce disparities in financial education for women, Crisis Text Line, and Alpha Phi Omega. She and her wife, Lauren, enjoy training for triathlons with their rescue dogs, Kahawa and Nishka.
Prior to Zoe Financial, Andres was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets.
He is a CFA charter holder and obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
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Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.
