Building the Future of Financial Technology

FINANCIAL WELLNESS AND PLANNING CONSULTING

Enpo’s mission is to learn and educate others about personal finance as much as possible.

CONSULTING SERVICES

Using his experience working and consulting for Fortune 500 companies and startups, Enpo can apply his expertise toward initiatives such as starting a financial wellness program.

Financial Technology

Financial Technology goes beyond the building of cool apps and tools and into how to deliver those experiences to your clients. With a history of working directly with clients, consulting with firms, and building out a Financial Wellness Company, Enpo is uniquely positioned to advise how best to deliver a digital experience for your clients.

Financial Wellness

Financial wellness is a developing field of behavioral finance that focuses on how people react to money and their life goals. This field is growing in scope and importance as more people focus in on healthy and unhealthy habits when it comes to their financial picture.

Financial Planning

Financial planning is maximizing and optimizing your financial picture so that you are able to reach your goals in the most efficient way possible. The field has been dominated by academic research in retirement planning, protection planning, as well as various tax optimization strategies.

CREDENTIALS AND EXPERIENCE

Enpo has a Masters of Science in Financial Services with an emphasis in legacy planning. Among other specializations, he is a Millennial Financial Consumer Specialist.

CFP® Professional

Certified Financial Planner

RICP®

Retirement Income Certified Professional

CAP®

Computer-Assisted Purchasing

CHFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Financial Consumer Specialist

Series 7 License

General Securities Trading

Series 66 License

Licensed Investment Adviser

Life and Health

Licensed in Insurance

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