Genie's Tutoring in San Diego, CA offers a range of financial advisory services provided by Keith Paglierani, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS). With expertise in investment strategies, estate planning, and retirement planning, Genie's Tutoring provides clients with comprehensive financial advice and guidance.
Keith Paglierani and his team at Genie's Tutoring are highly qualified professionals, holding various certifications such as Accredited Domestic Partnership Advisor (ADPA), Accredited Estate Planner (AEP), and Accredited Investment Fiduciary (AIF). Their extensive knowledge in wealth management, portfolio management, and behavioral finance allows them to assist clients in making informed decisions and achieving their financial goals.
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