CERTIFIED FINANCIAL PLANNER focused on helping clients make better financial decisions in order to help them meet their life-goals. My objective is to help my clients meet their goals in the most efficient and cost-effective way. My advice is independent and unbiased. I will help you with Retirement Planning, Education Planning, Tax Planning, Estate Planning, and Investment Management.
Credentials include an MBA with a concentration in financial management earned with distinction, and an Award for Outstanding Scholarship in the field of financial management. Certified in the techniques and processes developed by the Certified Financial Planner Board of Standards. Excellent written and oral communications skills. Experience teaching small groups in a classroom environment. Extensive personal history of successful investing in individual securities, consisting of stocks, bonds, and options. Background includes serving as an estate executor in the State of New York (2010-2012), and the State of New Jersey (2013-Present); a trustee (2009-2013); and a personal advisor for friends, family, and colleagues on insurance, investments, estate planning, and real estate. Licensed for Life and Health Insurance in multiple states including NJ, NY, TX, MA, and FL. Prior professional experience spans 30 years in software engineering with multiple patents in technology.
Currently an instructor for Financial Planning at Fairleigh Dickinson University, Hackensack and Madison, NJ.