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Specialties
I work with a wide variety of clients ranging from young professionals to retirees, individuals working in tech and finance to physicians and dentists, and everyone in between.
In addition to Investment Management, we specialize in financial planning areas such as cashflow, retirement, insurance, and tax planning. Our team-based work structure ensures that you have access to the experts you need for your unique situation. Professionally, I hold and maintain licenses as a CPA (Certified Public Accountant), CFP® (Certified Financial Planner), CLU® (Certified Life Underwriter), ChFC® (Chartered Financial Consultant), and am a member of the National Association of Personal Financial Advisors (NAPFA). Personally, I live in the greater New York metropolitan area. I enjoy relaxing at the beach or while watching movies, playing golf, and traveling.
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Always free for clients.
CLU, ChFC, CPA, CFP
Chartered Designations
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