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Daily Archives: July 25, 2019

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Top 5 tips from an lgbt financial advisor

Top 5 Tips From an LGBT Financial Advisor

LGBT Finacial Advisor, Wealth ManagementBy Tom YeungJuly 25, 2019

Top 5 Tips From an LGBT Financial Advisor Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors   Good financial planning doesn’t have to do with whether you’re straight or LGBT. Everyone could use a great financial plan, just as everyone could use a good budget. But doesn’t it…

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Starting July 13, 2020, Tom will be joining the team at InvestorPlace.com. For questions, please contact support@jurnex.com.