DR. PENELOPE TZOUGROS (pr: “sue grows”) knows how important it is to ask good financial questions: The better the questions, the better the answers, and the better the results. With Penelope to lead the way, you’ll learn how to take charge of this critical financial process.
This approach of questions and choices is partly the result of Penelope’s many years as a professor in Boston and New York. When she changed careers, she joined Bay Financial Associates LLC, with which she is still affiliated, although she has established her own firm, Wealthy Choices® LLC.
In her spare time she loves to cook and many clients and seminar attendees have had the fun of feeding their minds and taste buds.
What is the financial planning process?
Her process is to interview you to learn about what is important to you, then analyze all the data collected—investments, anecdotes, benefits packages at work, business interests, family responsibilities, legacy concerns, insurances, art collections, worries, goals etc. The next step is to meet with you again and offer appropriate strategies to help you toward the future you want. It is financial planning for those busy, creative people who want a plan tailored to fit them.
With the deftness of faxes, emails, phones, and travel, she has met with clients all over the United States. She is licensed in all 50 states.
Penelope offers seminars and financial planning through Wealthy Choices® LLC and Bay Financial Advisors, Inc. Both are Registered Investment Advisors formed to provide fee-based, independent, and comprehensive planning for business owners, professionals and artists.
Penelope S. Tzougros, PhD, ChFC, CLU is registered in all 50 states with, and securities offered through LPL Financial. Member FINRA/SIPC. Philippe Matthews is not affiliated with or endorsed by LPL Financial.
130 Turner Street, Building 3
Waltham, MA 02454
Phone: 781-893-0909 ext. 238
Listen to LIVE interview with Dr. Penelope Tzougros
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