I take a comprehensive approach to your financial needs using a process called the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. I focus on enabling clients create maximum wealth potential while enhancing protection against major facets of life, such as taxes, inflation, lawsuit, death, and disability.
With the help of the Living Balance Sheet®, a tool designed to organize your whole financial life, I help my clients plan their personal finances. I create a customized, non-fee based financial plan for you and your family designed to meet your specific needs.
Education and Training:
Tel Aviv University ’97
University of Albany – BS, 1998
Life and Health Licensed
Investments, Mutual Funds, and Annuities
Specialized Services Offered:
Individual Disability Insurance
Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.