Celestial Wealth Management LLC Information

And I Founded Celestial Wealth Management In 2009. I Am A Husband, Father And Business Owner. I Love Helping People Learn About Personal Finance, Challenge Conventional Thinking And Achieve Their Goals. From an early age, I was a math geek. I traded baseball cards as a kid and was enthralled how the bid-ask spreads worked in my Beckett Baseball Card Monthly Magazine. I attended many card shows in middle school and learned a lot about business and markets for goods. I even had my own booth at a show. I invested a lot of timeprobably too much at that point, following baseball statistics. I tried to identify price-chart patterns and analyze statistics to find undervalued players who may be ready for a break-out. I would then purchase their rookie cards and if they broke out, I would sell them to dealers for a profit. Looking back, I cant believe how similar that was to my career as a financial advisor. with a B.S. from the Frank Perdue School of Business. Major in Finance, Minor in Economics Accepted my first post college job as a financial advisor with the Wall Street bank, Morgan Stanley in Baltimore, MD Appeared on Channel 2 News (ABC) Senior Living on March 29, 2003 discussing personal finance tips After seeing how the Great Financial Crisis (GFC) brought the financial world to its knees, I decided I wanted to work for myself, not Wall Street and take my future in my own hands. I became an independent financial advisor, founding Celestial Wealth Management. I joined the Towson chamber to help business owners in the area connect with the local community where I live, work and play. I quickly became a board member and chair of the local WinterFest committee. Formally created the Path Toward Prosperity Financial Planning Process. After a conversation with a client, I began to pivot toward providing financial advice using videoconferencing and screen recording software. I wanted to create a platform to distribute educational content about personal finance for clients as well as people around the world. Its no ...