I do not have a job! No, I am not unemployed, as I am the CEO of Blue Blaze Financial Advisors, LLC. However I do not report to work, but rather am able to pursue my passion.
That passion is embodied in our mission – “partnering with people to provide insight, clarity and direction to achieve an optimal life”
I have an affinity for numbers and problem solving. Sudoku over a Crossword Puzzle - any day. Monopoly over Scrabble - no brainer. My comfort with mathematics during my early education years eventually led me to be a 1970 summa cum laude graduate from Boston College with a BS in Finance. Needing the structure of the numerical world, I tried my hand in the Accounting profession and became licensed as a Certified Public Accountant (CPA) working in a large international accounting firm. With an unbelievable training in the understanding of financial statements, tax code, and internal control combined with a healthy dose of curiosity and problem solving skills, I entered the Wall Street financial arena.
After 20+ years of sharpening my skills at JP Morgan, I decided my calling in life was not to add a few more “zeros” to a billion dollar company, but rather utilize my skills and successful experiences to help others achieve their personal goals.
Leaving stable employment to pursue a dream surely has some risks, but the potential rewards could be life changing. Following many of the financial success factors I now recommend to clients, my financial situation allowed me to start my own business, obtain my Certified Financial Planning (CFP) designation and establish new client relationships. Because I had planned and prepared for this change, I was able to achieve another goal of providing college education for my four children.
An optimal life? I think I am pretty close. A loving family (including a new grand-daughter), awesome clients who drive our firm, and an enthusiastic staff who both learn & teach. Who needs a lower handicap?