About My Practice
As a Certified Financial Planner™ and Accredited Domestic Partnership Advisor(sm) , I help my clients make smart decisions with their money. In today’s economic climate of low to no rates on savings accounts, our monetary policy is forcing us to take on risk. I can help you understand your options for not only investment risk, but risk management regarding your life, income, assets and liability. My past life experiences coupled with the ethics and knowledge required to, attaining and maintaining the CFP® and ADPA(sm) credentials enhance my ability to serve my target market. As a "Financial Life Coach", I help families, domestic partners, business owners, professionals, pre-retirees, and retirees fulfill their financial goals.
At AEPG™ Wealth Strategies we hold one principle above all others: our clients come first. For over 30 years, we’ve put that principle into action by providing competent, independent and objective financial advice that helps our clients develop and achieve their financial goals.
I help my clients make smart decisions with their Money!
I am a "Financial Life Coach". The value I bring to my clients is that of life experience. I have been in the financial services business for over 32 years. I spent 28 years as a Managing Director at a major Wall Street firm. I employed the president of my current firm, AEPG Wealth Strategies, 18 years ago. I saw the value of a good adviser as he helped me map out my financial goals and helped my family achieve financial success. I decided to retire in 2008. I have put 3 children through college, saved for retirement, and planned my wife and my own long term care. I helped my in-laws transition from their home of 60+ years to an assisted living home. I coached them through their Estate Planning needs and helped to assure their long term financial health. I started this career at the place that helped my family understand a safe a secure financial path. I bring this experience along with my CFP® certification, and a team of experiences professionals that I work with to help you see the value of working with a financial life coach like myself.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 3, 6, 55, 63, 65, 66
Life insurance: NJ, Health/disability insurance: NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Domestic Partnership Advisor(sm) ADPA(s
Considerations: Accredited Domestic Partnership Advisor(sm), Accredited Wealth Management Advisor AWMA®
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.