In early 1994 I began my career at one of the most respected mutual fund companies in the world, Fidelity Investments. I have assisted many people with their investment needs in that time. I have implemented personal guidance derived from the understanding of each client’s individual situation and their goals. I have been fortunate to work with a vast number of clients which has enabled me to develop a wide breadth and depth of understanding and knowledge. Due to these experiences, I recognize that each situation is unique to each client and requires personalized attention.
I hold a BS in Business Administration from Florida Atlantic University and after beginning my financial career, I completed an MS in Finance at Manhattan College in 1998. My CFP® coursework started in 2005 and was completed in 2007. In November of 2008 I successfully passed the CFP® examination, and have been a CERTIFIED FINANCIAL PLANNER ™ professional since March 2009. I am an active member of the Financial Planning Association (FPA), Long Island Chapter. This organization meets monthly and conducts educational events for CPA’s as well as CFP’s®.