Passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial representative in his hometown of Sarasota, Florida. As a business plan advisors, he provide executive business plans for established and start up companies. When putting together a financial advisor business plan, be conservative with your finances. Write out that you’ll make less than you think and write out that you’ll spend more than you think. That way when life happens you will still be okay.