Renee Porter-Medley, Certified Financial Planner ™ practitioner.
In 2004, Renee and her husband Gary choose to buy a home in Estero rather than Naples because of its central location between Naples/Bonita and Fort Myers. They also appreciated Estero’s close proximity to Florida Gulf Coast University and the planned development of the Estero Community Park, Coconut Pointe and Gulf Coast Town Center. Nine years later they are still happy to call Estero home.
READ RENEE'S BLOG: "Financial Storytelling"...
Renee has a zeal for helping people make financial decisions with confidence. She is a wife, mother, and sister to seven siblings. With three daughters, a grandson and twenty four nieces and nephews, she is especially committed to helping the next generation transform their financial lives and more.
Renee has a degree in finance from The University of Michigan and has been a Certified Financial Planner™ practitioner for more than twenty-five years. In 2008, Renee co-founded SWAN-Savvy Women Advice Network and over the past five years she has facilitated discussions for women living in local communities. In 2012 Renee co-authored of the book Financial Fables Seven Tales To Transfer Your Financial Life and More. In addition, Renee is recognized as a Qualified Kingdom Advisor™ and is equipped to share Biblical wisdom with clients who would like to integrate their faith into their decision making process. Faith, family and extensive experience contribute to Renee’s success as a trusted advisor.
READ RENEE'S BLOG: "Financial Storytelling"...
READ RENEE'S BLOG: "Financial Storytelling"...
Renee has a zeal for helping people make financial decisions with confidence. She is a wife, mother, and sister to seven siblings. With three daughters, a grandson and twenty four nieces and nephews, she is especially committed to helping the next generation transform their financial lives and more.
Renee has a degree in finance from The University of Michigan and has been a Certified Financial Planner™ practitioner for more than twenty-five years. In 2008, Renee co-founded SWAN-Savvy Women Advice Network and over the past five years she has facilitated discussions for women living in local communities. In 2012 Renee co-authored of the book Financial Fables Seven Tales To Transfer Your Financial Life and More. In addition, Renee is recognized as a Qualified Kingdom Advisor™ and is equipped to share Biblical wisdom with clients who would like to integrate their faith into their decision making process. Faith, family and extensive experience contribute to Renee’s success as a trusted advisor.
READ RENEE'S BLOG: "Financial Storytelling"...