Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
24
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

Education

  • M.B.A. - Finance & International Business, Columbia University, New York, NY
  • M.A. - Italian Literature, Queens College, CUNY, New York, NY
  • B.A. - Italian, SUNY Stony Brook, Stony Brook, NY

Interests

The cross-country journey has long been a staple of American youth adventure. I did my trip decades ago as a younger man on a bicycle. I haven’t stopped cycling since. Cycling remains a passion that allows me to stay physically active, slow down the pace of life and clear my mind. I also enjoy traveling overseas with my family. With my wife Mico and children Adam and Emma, we travel to France and Italy every year where we enjoy village life, the great food and absorbing amazing history and culture. Back home I have enjoyed giving back to the community by coaching youth soccer.

Community participation

  • Youth Soccer Coach

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015

Professional associations

  • Financial Planning Association