Advisor profile


My approach

A unique and disciplined approach

What makes my practice unique is my focus on clients in the legal profession. I strive to help attorneys at all stages of their careers to grow financially as they grow within their profession. I do this by providing holistic financial planning and complimentary educational workshops. My goal is to help attorneys navigate through their unique challenges and modify their financial plan as their careers evolve.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Insurance
14
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
  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MBA Finance, Rutgers University, New Brunswick, NJ
  • BA Business Administration, Montclair State University, Montclair NJ

Interests

  • Running (including two marathons)
  • CrossFit
  • Reading
  • Volunteering
  • International Travel
  • Craft Beers
  • Gardening
  • Snowboarding

Community participation

  • CIANJ, Ambassador, Member of the Steering Committee , Generation Now Committee Member
  • Parsippany Area Chamber of Commerce, Membership Outreach Committee
  • American Cancer Society, GWB Committee Member
  • Clifton Road Runners Club
  • Reach Grenada
  • Team Continuum
  • Food Bank of NJ
  • Team Charity, Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2019
  • Five Star Wealth Manager, 2020

Professional associations

  • Parsippany Area Chamber of Commerce
  • Commerce and Industry Association of New Jersey
  • South Asian Bar Association of New Jersey
  • Hispanic Bar Association of NJ
  • Financial Planner's Association of NJ
  • Society for Financial Services Professionals of NJ
  • Greater Estate Planning Counsel of NJ