My Career
As a financial planner, I can help you to assess all of your financial needs and create a plan that works for you. My company provides a one stop shop for all financial services, and together we can ensure that you are adequately coved in the following areas: Life Insurance, Annuities, Retirement Planning, Education Planning, Tax Planning, Estate Planning, and Investment Asset Allocation and Diversification.
My Background
I have been in the financial industry for over 6 years with significant experience in investment, tax and retirement planning. I am a Certified Public Accountant (CPA) with a Masters Degree in accounting and business finance from Case Western Reserve University. I’m also a veteran of the Army National Guard, a alumni of the Phi Gamma Delta Social Fraternity and the Alpha Kappa Psi Business Fraternity and a member of Mensa.
My Passion
I love finance. I watch the market daily, read all I can on the topic and have my wife’s and my 401ks funded and allocated down to a science. I’m obsessed with money mangement. Saving money, managing money, creating alpha and eventually retiring rich is what I intend to do, and I can assure you that I manage my clients’ accounts with the same passion and drive that I do my own.
My Personal Life
I’m married to the love of my life, and I currently live on the Upper East Side of Manhattan. I love sports and my favorite teams are the New York Yankees, the Jets and the Knicks. I also work out and often walk my dog and ride my bike in Central Park. My other interests include traveling, spending time with friends and poker.
My Company
Unlike other Financial Advisors, we offer every product from every company available to the market. With the ability to create and customize a plan for each person and business specific to them and using a wide array product and services, I can provide you with a compressive investment plan that others can not match.
