Specialties
About Me
Helping clients for over 25 years achieve their financial goals.
Mission Statement: to empower you to make informed decisions with a focus on objective guidance toward meeting your specific and broad financial goals, while striving to maintain the highest levels of integrity, competence, and professionalism, in order to act in the best interest of each client, as a faithful steward of all entrusted with my practice.
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Interests & Hobbies
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Credentials
CFP, RICP, Retirement Planning Specialist
Chartered Designations
What do these credentials mean?
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Disclosures
The named individual offers securities and investment advisory services through Equitable Advisors, LLC (NY, NY 212 314 4600), member FINRA, SIPC, and offers annuity and insurance products through Equitable Network, LLC and its subsidiaries.