Founder & CEO, Advizmo | Automating Wealth-Building

I spent years at JP Morgan and Accenture watching wealthy clients access sophisticated tax optimization and automated wealth management—tools retail investors never had. That's why we built Advizmo.

What makes Advizmo different:
The first app combining automated cash management with auto-investing. We analyze your accounts daily, identify excess funds earning 0%, and automatically invest them with professional-grade tax optimization.

On this channel:
Finance simplified. We break down investing concepts, tax strategies, and personal finance automation so you can build wealth smarter, not harder.

Advizmo Features:
✓ Daily analysis identifies safe-to-invest funds
✓ Overdraft protection and bill alerts
✓ Tax-loss harvesting and wash sale prevention
✓ Auto-rebalancing with every purchase
✓ SEC-registered investment advisor

Start building wealth automatically: advizmo.com