About My Practice
Financial planning should be a part of everyone's life plan. Starting early is most advantageous. Our goal is to help clients be prepared to handle the anticipated and unanticipated challenges of life.
Experience
I have been a financial services professional for 20 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Insurance Licenses
Life insurance: PA, NJ, DE, NY, Health/disability insurance: PA, NJ, DE, Fixed annuities: PA, NJ, DE, Variable annuities: PA, NJ, NY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
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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