Payel is my firm's Chief Investment Officer. Loring Ward, her company and my longtime partner, gives myself and my clients access to some of the best financial minds in the business.
Payel offers her perspective on both the technical and emotional sides of finance. She talks about how she learned she could help people as a financial advisor, and all the key emotional skills she had to master to help clients achieve financial stability and abundance. She also discusses trends among women investors, and how to build a community of women that can help you get comfortable with investing and finding the right advisor for you.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508.