About My Practice
I offer my clients comprehensive wealth management and financial planning. Clients include high-net worth individuals and business owners throughout the New York Metropolitan area.
Experience
I have been a financial advisor since 1989.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: NY, NJ, Health/disability insurance: NY, NJ, Fixed annuities: NY, NJ, Variable annuities: NY, NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - General Securities Principal
Broker-Dealer Affiliation
Cambridge Investment Research, Inc.
Considerations: Primarily fee based.
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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