Real Advisors Results People
Empowering Women, Families and Professionals
“As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning process is an integral part of my practice.”
“Tell me and I forget, teach me and I may remember, involve me and I learn.” ~ Benjamin Franklin
“Tell me and I forget, teach me and I may remember, involve me and I learn.” ~ Benjamin Franklin
Monisha Potter
Monisha Potter, CFP®
Owner & Senior Financial Advisor
Committed to helping protect and increase your wealth
No matter what your story, we have a plan.
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