Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 63

Education

  • Hebrew University, Jerusalem, Israel. Bachelor of Science in Political Science
  • Hebrew University, Jerusalem, Israel. Bachelor of Science in International Relations
  • Hebrew University, Jerusalem, Israel. Bachelor of Science in Middle Eastern Sciences

Interests

  • Family - 5 children
  • Photography
  • Reading - Student of the Market
  • Nature
  • Beach Therapy

Community participation

Sponsors of the October 2014 Discovery To Cure Beverly Levy Walk-a-thon at Yale School of Medicine.

Member of the Executive Board of Directors of the Jewish Foundation of Greater New Haven.

Member of the Investment Committee of the Jewish Foundation of Greater New Haven.

Awards & recognition

  • Five Star Wealth Manager, 2013
  • Ameriprise Circle of Success, 2003-2013, 2020
  • Diamond Ring Award, 2021

Previous experience

  • Israeli Defense Forces/Intelligence Branch, Major, 1965-1981