Specialties
About Me
I work with my clients to breakdown and customize their financial strategy into small manageable tasks and point out the key next steps to keep them moving forward toward financial security and prosperity.
Some of the areas I can help include: - Wealth Accumulation and Retirement Planning - Risk Management Strategies - Estate Planning and Wealth Preservation Strategies - Financial Planning and asset management strategies Above all, I am committed to building long-term relationships with my clients. As time goes by, my clients can count on me to be there to help them deal with the inevitable changes that are a part of life and to help them stay on track to meet their financial objectives.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Equitable Advisors Disclosure Equitable Advisors Disclosure NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title Important Information & Disclosures: http://bit.ly/2f98X9d CA License #4115517