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Educator, Consultant, and Podcast Creator

Over 22 years’ experience as an independent Financial Advisor
Investment consulting with an emphasis on portfolio creation and rebalancing and education on capital markets
Managed retirement and brokerage portfolios for small business owners and tech employees, with about $20M of assets under management
Self-employed, I had a Registered Investment Advisory (RIA) licensed in California as well as my Securities Licenses (24, 7, 63, 65, CA Life Insurance License)

LinkedIn | www.touchstonefinancialeducation.com | ecox@touchstonefinancialeducation.com | (650) 302-2575

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Today we discuss the mechanics of investing - how to choose a platform that is right for you based on your experience as an investor. I review which pages each platform has that you will use to invest your money, such as the Opening Account screen, the Trade screen, Activity page, and how to find your Tax Documents.

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Investing: How to Get Started

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