About My Practice
ICON Consulting is a comprehensive wealth management and financial planning firm dedicated to helping clients create, grow, and protect their wealth.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Considerations: Individual client level of sophistication and portfolio size determine compensation structure and is mutually agreed upon
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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