Basic Information
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Company
B-FinancialWise -
What is your "why"? Why do you do what you do?
I am passionate about helping others achieve a successful retirement - and potentially even making it tax free! -
Unique Selling Proposition
Too many people think they are prepared for retirement, but they don't yet have an actual plan. We help families plan out their retirement spending, reduce or eliminate taxes paid during those years, and help mitigate losses with tactically managed preferred stock investments. -
About me
Although I grew up in the States, I spent half of my adult life in South America where I met my husband, and our 2 children were born. Our family focuses on maintaining those Colombian roots through travel, food, and using the Spanish language. I worked in education before transitioning over to personal finance and find the combination of both careers very effective. I am also involved in our local community through the schools and on the board of trustees for Fort Bend Family Promise. -
Profession
Financial Planner and Educator -
Title
Comprehensive Financial Planner -
Hobbies and interest
swimming, traveling, reading, spending time with family -
Website
www.b-financialwise.com
Contact Information
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City / Town
Houston -
State
Texas -
Zip
77027 -
Country
United States -
Google Business Review URL
https://g.co/kgs/PGWhcWi -
Facebook Business Page URL
https://www.facebook.com/profile.php?id=61570472862422 -
LinkedIn Profile
https://www.linkedin.com/in/jean-konrady-485094236/
Education
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College / University
University of St. Thomas - St. Paul, MN; Michigan State University - M.Ed.; The American College of Financial Services - ChFC -
Graduation Year
1997, 2004, 2026