Lunch + Learn: Foundations of Investing Seminar
Are you just beginning your invesment journey? Do you have an old corporate 401k you don’t know what to do with? Align your investment goals and long-term strategy from a holistic point of view.
About the Presenter:
Roy Hsu is a financial advisor with Edward Jones. Roy partners individual and small business partner with clients to understand your long-term life goals; create the long-term comprehensive financial strategies to provide both security and to enable you to pursue what is truly important, whether it be family, your business, travel, a passion or other pursuits.
Prior to Edward Jones, Roy had 20 years of experience as a creative director within some of the largest NYC marketing and digital advertising agencies. His last position he was the SVP Creative Director/Director of Digital for a division of Havas Health. In addition, he ran a small business as a photographer, served as president of the Stock Artists Alliance that helped him understand the need to balance pursuing passions and retirement.