I have a passion for helping people realize their financial potential and optimize their assets.
My practice focuses on Wealth management, Retirement Planning and Estate Planning.
I work with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPA's to bring a customized Institutional style Investment program and a detailed financial analysis. In my plans, I address my clients Insurance, Retirement planning and distribution and Wealth accumulation and preservation needs.
I work primarily with small closely held businesses and high net worth individuals in all aspects of financial planning.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian Life Insurance Company of America (Guardian), New York, NY.
CA Insurance License # 0C53306, AR Insurance License #703269