About My Practice
I seek to have a high level of communication between my clients and me. I strive to understand their feelings about risk or risk aversion, what their financial and non financial goals are, and also what their family dynamics are like. My clients and I then mutually discuss and develop an agreeable investment strategy that best fits their unique needs, preferences, and objectives. We can then monitor these strategies so as to be able to adjust to economic conditions and life events.
I assist clients by taking a well rounded approach to wealth management. I strive to act as a liason between a client and their respective professionals by continuing to look for opportunities to make or save money, and who interacts with the client and their team of professionals in doing so.
I earned my CFP ® designation in May of 2011, and have been a managing portfolios for individuals, estates, trusts, guardinaships, and endowments since 1999. Prior to that I administered estate, trusts, guardianships and personal wealth since 1984. I have experience with the complexities of death and income tax planning for estate and trusts, as well as for individuals. I also understand the perpetual needs of endowments and foundations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Variable annuities: NJ FL TRX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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