Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.