Specialties
About Me
Life is constantly in motion.
Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements
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Interests & Hobbies
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Always free for clients.
Credentials
MBA , RICP®, ChFC®
Chartered Designations
What do these credentials mean?
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Disclosures
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life Insurance and Annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ) and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). [Offering [financial planning and] investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco (Member SIPC) and an agent of issuing insurance companies. 1-800-778-2255.] All are Prudential Financial companies located in Newark, NJ and each is solely responsible for its own financial condition and contractual obligations. [Property and Casualty policies are issued by insurers that are not affiliates or subsidiaries of Prudential Financial.] Long-term care and disability income insurance are issued by unaffiliated insurers and sold through Prudential Insurance Agency, LLC (PIA). Availability varies by carrier and state. Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.