Specialties
About Me
I didn’t take a traditional path to financial planning—I built my career where high-growth business and wealth management intersect.
Before founding Vanik Capital, I gained hands-on institutional experience at major wealth management firms. But my perspective on wealth was truly forged in the startup and venture world: serving as a Senior Equity Analyst at a investment office/pre-seed VC firm and as a Founding Member of a VC-backed proptech startup that raised over $175M in total capital before exiting. Today, as a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bridge the gap between complex venture/equity dynamics and personal financial planning. I specialize in working with business owners, founders, and ambitious professionals with variable or non-traditional income. My goal is simple: deliver flexible, real-world wealth strategies that turn your business success into personal long-term security. At the end of the day, this work is personal to me. Having grown up in a family that owned and operated a diner and bakery in New York for over 30 years, I saw firsthand the long hours, unpredictable income, and constant financial pressure behind running a business—and it’s why I’m dedicated to helping entrepreneurs build financial clarity and control.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Advisory services offered through Vanik Capital LLC, an investment adviser registered with the Securities and Exchange Commission / the state(s) of New York. Advisory services are only offered to clients or prospective clients where Vanik Capital LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.