About My Practice
Over 25 years experience advising customers on financial decision making.
Twice named to Westchester Magazine list of Top Wealth Managers for Client Satisfaction (2009, 2010).
Named to the Westchester Business Journal List of 20 Top Wealth Managers March 2012.
Registrations, Licenses, Certifications & Affiliations
Life insurance: NY, Health/disability insurance: NY, Property/casualty: NY, Fixed annuities: NY, Variable annuities: NY CT
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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