Hermes Conesa Barrionuevo MBA, CRPC®

About

Author | Fiduciary Financial Advisor | Student Loan Hater | Investment Management | Tax Planning

WHAT I DO: I help physicians avoid costly financial mistakes by establishing clear financial goals that will lay the foundation for the accumulation of wealth.

WHY I AM DIFFERENT: I analyze every aspect of your financial life (investments, taxes, employee benefits, student loans, insurance, estate planning, debt, mortgages) and recommend all the necessary action steps needed to accomplish your goals.

WHY IT WORKS: I’ve spent more than a decade working as a Financial Consultant, and the wealth of experience I’ve attained in this field means I understand my clients’ needs better than anyone else. I can create a comprehensive financial plan that seamlessly integrates my previously mentioned areas of expertise to ensure my clients achieve their goals and cover all their bases.

HOW IT WORKS: The first step is to schedule a complimentary initial consultation to discuss your areas of concern. I will provide a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also provide the best next steps you should take NOW to take your finances to the next level. Put another way, this is a one-on-one call where you talk with an expert in finance. Don't throw this opportunity away!

READY TO TALK? Reach out to me directly here on LinkedIn, email me at hermes@simpleivest.com, or use my online scheduling tool by visiting: https://calendly.com/simpleivest

P.S Don't forget to download my free guide about student loan repayment options here: http://unbouncepages.com/thestudentloanbook/