About The Instructor
As a former CPA, and now 16 years as a wealth manager, Noah's daily activities include portfolio construction, planning for investment, estate, philanthropic, savings, retirement, and cash flow needs. His intentions are to work hard, be well educated in the trade, have years of experience, and care deeply. New clients are referred by CPAs who partner with Noah in a revenue sharing arrangement. Being capable, experienced, caring, and hard-working has resulted in him achieving a prominent career in the financial world.