About My Practice
MOST OF MY CLIENTS ARE WITHIN FIVE TO FIFTEEN YEARS OF RETIREMENT OR IN RETIREMENT. ALL ARE CONCERNED ABOUT REACHING GOALS SUCH HAS HAVING ENOUGH INCOME TO SUPPORT THEIR LIFESTYLE WITHOUT WORRY.
OTHER CLIENTS HAVE SUFFICENT FUNDS FOR RETIREMENT, BUT NEED SOMEONE TO MAKE SURE THAT THE FUNDS ARE MANAGED AND PRESERVED FOR THEIR PURPOSE.
Began my business as a special (life) agent for Northwestern Mutual Life Insurance company in July 1977.
I received excellent trainning in the life and health insurance professions and became independent in 1986.
Obtained my NASD series 6 (mutual funds and variable products) in 1981.
Property and Casualty license in 1985
NASD series 7 (stocks, bonds, partnerships) in 1986.
Formed PCS Financial Planning in December 1994 and received my CFP designation in 1998.
I have been a member of the former International Association of Financial Planners, now known as the FPA, since February 1995. I am a trustee of the board of directors of the LI Chapter, as the Director of Symposium.
I am the former Finance chair of the board of directors of Temple Beth Chai of Hauppauge and had served the board for 22 years.
I have had the privilege to speak on various financial planning topics, at the annual Tax Practitioners Symposium, sponsored by the IRS and the National Conference of CPA Practitioners, in 2008, 2009 and 2011.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: NY, NJ, PA,FL, Health/disability insurance: NY, NJ, PA,FL, Property/casualty: NY, Fixed annuities: NY, NJ, PA,FL, Variable annuities: NY, NJ, PA,FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
SECURITIES BY LICENSED INDIVIDUALS OFFERED THROUGH INVESTACORP, INC. A REGISTERED BROKER/DEALER MEMBER FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.