Dana Ray Reynolds
My blogs
| Industry | Consulting |
|---|---|
| Occupation | Financial Planner |
| Location | Los Angeles, California, United States |
| Introduction | As a financial planner, I provide guidance to businesses and individuals on their investments, particularly in the areas of risk management and tax planning. My process structure involves interviewing clients to determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. I then analyze this set of information and develop a financial plan customized to their specific needs. |