About My Practice
I work with people who are interested in making the most out of their money during their peak earning years. Many of my clients come to me to discuss their current investment strategies, retirement plans and options, or to get financial advice on how to help reduce their tax burden. My job is to do the analytical work on my client's individual situations so that I can provide sound financial advice that helps them make some of the most important, informed financial decisions of their lives.
Experience
Because I work with affluent clients during volatile markets, I can focus on helping my clients protect their wealth from multiple forces: inflation, taxes, the equities market and the global economy. People can become anxious because they don't want to lose the gains they made over the years. That makes perfect sense.
But that's not the whole picture.
Investors who survive and thrive throughout the economic cycles are also able to see opportunity for growth when markets are retreating. Some wise shifts in your portfolio, at the right time, can leave you in a good position to adjust your portfolio. Let me help you assemble a combination of wealth protection strategies and growth opportunities.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: NJ, NY ,PA, CT, FL, TX, ,MI, MD, Health/disability insurance: NJ, NY ,PA, CT, FL, TX, ,MI, MD, Fixed annuities: NJ, NY ,PA, CT, FL, TX, ,MI, MD, Variable annuities: NJ, NY ,PA, CT, FL, TX, ,MI, MD
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
