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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CPA Certified Public Accountant “inactive”

Education

  • BSA, Accounting, Villanova University, PA

Community participation

Interests

I love spending time with my wife Belinda, my daughter Olivia and my son Leonardo. Leo and Olivia are into theatre and I enjoy time on stage performing with them.

In the summertime we travel to Long Beach Island at the Jersey shore to enjoy the warm water.

In my spare time I participate in the local Wyckoff Family YMCA Triathlon and occasionally I like to golf and play softball.

During the spring I enjoy watching my Alma Mater, Villanova play college basketball. I also follow Mets for baseball, NY Giants for Football and Philadelphia Flyers for the hockey season.