Financial Dna - Discovering Your Unique Financial Personality For A Quality Life

Financial DNA was originally built based on our passion to see the consumer receive education to become more financially empowered and in our view this starts with greater self-understanding. Consumer financial education does not start with understanding the technical aspects of alpha and beta and what a stock or bond is, or hedge funds. So, we believe that financial advisors must play a greater role in consumer financial education starting with client behavior.