During difficult times, addressing your financial objectives often seems like a daunting task. Realizing your goals and achieving financial independence requires careful planning. Because they are your goals, achieving them is too important to be left to chance.
I have been offering brokerage, insurance and retirement solutions since 2003. I am committed to helping my clients protect their income, grow their assets, and pass those assets to future generations. Having spent a major part of my career directly involved in a family business, I have extensive experience in retirement and succession planning. As a financial planner, I work closely with my clients to gain an understanding of their personal goals before implementing any strategies.
I earned a Master of Science degree from the College of Financial Planning. I was also awarded the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification from the Certified Financial Planner Board of Standards Inc. and the Accredited Wealth Management AdvisorSM (AWMA®) certification from the College for Financial Planning. I hold licenses in life and health insurance in addition to FINRA Series 7 and 66 security licenses.
My business focus is on:
- Retirement Planning
- Investments
- Risk Management
- College Funding
- Estate Planning Strategies
I am married and have raised two children in New York City. During the past twenty five years, I have sat on the board of directors of the Sephardic Skilled Nursing and Rehabilitation Center, a 271 bed skilled nursing facility located in Brooklyn, NY. I have had the privilege of serving as that organization's President and Chairman of the Board.
Currently, I am serving as a member of the board of directors of the Sephardic Home for the Aged Foundation. This foundation was established as a not-for-profit corporation with the goal of aiding the elderly of our community. I chair the investment committee and sit on the finance committee. My charitable endeavors continue to be on a pro-bono basis.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
Only those individuals authorized by the College for Financial Planning may use the Accredited Wealth Management AdvisorSM and AWMA® marks. The College retains authority to grant and revoke the right to use these marks.