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About

True life: I didn’t know what iconoclastic meant until I read it last year in ‘The Outsiders’ by William Thorndike. The definition struck a chord with me: “characterized by attack on cherished beliefs or institutions”.

If you know anything about financial services, there are a lot of bullshit beliefs and bullshit institutions that need attacking.

I run a wealth management practice at one of those institutions and have done so since I was in college. I was once the youngest Certified Financial Planner (CFP) in New York at 23 and have a lot of insight into this world that I think is worth sharing.

I hope you enjoy the perspective.