Specialties
Retirement PlanningEstate PlanningBusiness OwnersWealth ManagementFinancial Planning
About Me
I am a Certified Financial Planner and been in the financial planning industry since 1987.
I live in New Jersey with my wife, Dina. I am an avid golfer and enjoy being outdoors.
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Interests & Hobbies
Golf
Ready to talk?
Always free for clients.
Credentials
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
series 7 license, life and health insurance license, series 63 and 65 license