Megan Borley


Megan Borley
734 Pronto Dr
San Jose, CA 95123, US


Average Rating: 0 stars (based on ratings)

Professional Profile

I have my own business offering Financial Literacy Education and Financial Solutions to my clients. I first came into the industry 8 years ago looking for answers to my own financial questions and realized that a lot of my friends and community needed the same kind of help. I have been helping them to understand how to build a proper financial foundation and how to plan for and achieve their goals, such as proper protection, retirement planning or college funding for their children. To round out the education and planning I have become certified as a Social Security Analyst so that I can help in choosing the best claiming strategy for optimizing Social Security benefits and retirement income taxation.

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