About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance: PA, Health/disability insurance: PA, Fixed annuities: PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Considerations: We offer both a single-meeting Financial Review and an annual retainer with comprehensive financial planning and investment advisory services.
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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