As a Financial Planner who specializes in working with retirees, I can help you define your current situation, look at your future goals and outline a program to help you achieve them. I understand that each person’s position is unique. Together, we will develop a strategy that is based on your needs and your objectives. This is just part of our relationship, the other part is making sure you are comfortable with and fully understand each decision we implement.
Besides being in the financial services industry since 1988, I bring a wealth of experience, knowledge, and resources to my clients. I graduated from St. John’s University with an AA degree in Accounting and a BA in Finance. I hold the designation of Chartered Financial Consultant® from the American College, Chartered Retirement Planning Counselor from the College for Financial Planning®, as well as a Fellowship degree in Financial Planning through the Life Underwriter’s Training Council.
My wife and I live in Jackson, New Jersey with our three sons. When not helping clients I enjoy spending time with my family and volunteering within the community.
- Member of The Estate and Financial Planning Association of Central New Jersey
- Board Member Jackson Chamber of Commerce
- Member of BSA Jersey Shore Counsel Endowment Committee
Over 20 years experience helping families and business grow, preserve and transfer wealth. Please visit www.FINRA.org to access Broker Check.