Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $75,000
Investable Asset Minimum: $50,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Asset Allocation
- Business Taxes
- Investment Management
- Employee Benefits
- Mutual Funds
- Irregular Income
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Startup
- Sudden Wealth
- Men's Finances
- Personal Taxes
- Women's Finances
About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - EA, CLU
Broker-Dealer Affiliation
None/NA
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
10604 101st Ave
Ozone Park
NY
11416-2711
|
|
Select
|
|
10604 101st Ave
Ozone Park
NY
11416-2711
|
|
Select
|
|
10604 101st Ave
Ozone Park
NY
11416-2711
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.