Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Excelsior College, Bachelor of Science, Liberal Studies, 1983-1987.

Interests

* I have been involved as a board member of my synagogue for 25 years* Love to get together virtually and face to face with children and grandchildren living in LA, New Jerey, and Israel* Member of w Writers Group that meets once a week and shares stories we wrote and life events* I have been an avid reader my entire life* I have watched too much sports in my life, still watching but less than before

Community participation

-Toys for Tots

-Saint Peter's Haven

-Law Enforcement Appreciation Day

Previous experience

  • Certified Financial Planner, Purshe Kaplan Sterling Investments., 2015-2016
  • Certified Financial Planner, Royal Alliance Associates, Inc., 1994-2015
  • Financial Planner, The Lincoln National Life Insurance Company, 1994-1995
  • Financial Planner, New England Securities, 1989-1994