Agnes Balcerzak BA, CFP, PFP, RIS

“A goal without a plan is just a wish”
– Antoine de Saint-Exupery

As a Wealth Advisor, my role is to help my clients plan for and protect their financial future, while achieving peace of mind in the present. I help my clients define their goals and then structure a plan that will act as a road map to achieve those goals. I truly believe in building trust and long-lasting relationships with clients. My goal is to help them understand and navigate the financial world.

For me, financial planning is more than just a career; it’s a passion. I am committed to ongoing education in my chosen field to ensure I am always up-to-date on all the complex issues that take place in this exciting and dynamic industry.

I welcome the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.