About My Practice
My experience spans 24 years in both the insurance and the investment markets. There have been significant changes to thinking in each area. After we have reviewed your all of alternatives, let me help guide you to your best decision.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Life insurance: NY, CA, MA, Health/disability insurance: NY, CA, MA, Fixed annuities: NY, CA, Variable annuities: CA,FL, MA, NC, NY, TN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC)
Lincoln Financial Network
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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