Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) since 1989
American College, Bryn Mawr, PA – 1989
Community, Charitable, or Professional Organizations/Associations:
Member of National Association of Financial and Insurance Advisors
Member of Society of Financial Service Professionals
Honor Society Member of UJA NNJ
Specialized Services Offered:
Estate Planning Business Transfer Planning Retirement Planning Long Term Care 30+ years experience in industry
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Registered Representative of Park Avenue Securities and Financial Representative of Guardian.