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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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Just a few stocks that are on my radar and why. Please do your homework but I believe you will find value with these names.

Elliott

Touchstonefinancialeducation.com

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Just a few stocks that are on my radar and why. Please do your homework but I believe you will find value with these names.

Elliott

Touchstonefinancialeducation.com