About

As a seasoned Certified Financial Planner™ professional, I have dedicated over two decades to helping individuals, families, and business owners achieve financial security and prosperity. My approach is rooted in holistic financial planning, focusing on protecting, preserving, and growing wealth through personalized strategies.

 

Professional Background

My journey in wealth management is driven by a passion for financial literacy and lifelong learning. I believe that informed clients make confident decisions. To this end, I teach financial planning courses and webinars nationwide, aiming to empower a diverse audience with the knowledge they need to navigate their financial futures.

 

Areas of Expertise

• Comprehensive Financial Planning: Crafting tailored strategies that align with clients’ unique goals and aspirations.

• Investment Management: Implementing robust investment strategies to optimize returns and manage risks.

• Retirement Planning: Guiding clients to a secure and fulfilling retirement with well-structured plans.

• Tax and Estate Planning: Integrating sophisticated legal and tax planning to maximize wealth preservation.
   

Commitment to Clients

My clients range from young professionals and growing families to established business owners. Regardless of their stage in life, I am committed to helping them build wealth and live their best lives. I achieve this by combining financial strategies with life coaching, ensuring a balanced approach to both lifestyle and legacy.
 

Experienced Perspective

With extensive experience as an advisor, I strive to offer knowledge and insights that set my clients apart. My comprehensive understanding of financial planning principles allows me to provide tailored, high-level service and strategic advice. This empowers my clients to achieve their financial goals with confidence and clarity.
 

Community Involvement

Beyond my professional work, I am actively involved in the financial planning community. I contribute to various financial planning publications and platforms, sharing insights and knowledge to foster a broader understanding of financial wellness.

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Check the background of this registered representative on FINRA’s BrokerCheck  

Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. 

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