Testimonial 06

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For anyone seeking help on managing his or her money, Zen and the Art of Wealth is a must read. This book guides the reader on how to approach wealth management through a conversation that takes place between two old friends and is written very much in plain English. Through his story-telling, Warren teaches us the basics of Zen philosophy and the real purpose of money and wealth. If we all followed his approach, I am convinced we would all be much happier, regardless of the size of our monetary wealth.

CFA, Wealth Manager and Financial Literacy Educator.