About My Practice
After working six years with the largest planning companies in the country, I started my own firm in 1989 with three goals: 1. Be the best trained advisor possible through extensive continuing education (i.e., earning the CFP, ChFC, CLU and CFS designations since 1989). 2. Remain independent and fee-only so I can provide the best possible advice for my clients. 3. Remain small so that every client receives the personal attention they deserve.
Over the past 20+ years, I've worked hard at building a reputation for integrity and personal service. We take a very flexible approach and tailor our services to each client's unique goals and objectives. We do not use a pre-packaged boiler-plate computer program. We serve a wide range of clients in all five boroughs, Long Island and New Jersey. A free initial consultation is always available.
After graduating from NYU in 1983, my career started as an Assistant Vice-President at E.F. Hutton's Personal Financial Management Division, preparing plans and supervising a staff of planners. In 1987, I moved to Seidman Financial Services as Assistant Director in the NY office. SFS grew to be the largest fee-based planning firm in the country when I left in 1989 to start my own firm. Shortly thereafter, we formed EMCR, where I am currently president and main financial planner.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
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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