About My Practice
My practice specializes in wealth management with an emphasis on transitional planning.
This includes people who are retiring, selling their business, widows and divorcees.
Registrations, Licenses, Certifications & Affiliations
Life insurance: New York, Health/disability insurance: New York, Fixed annuities: New York
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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