As a CERTIFIED FINANCIAL PLANNER TM I strive to provide my clients and their families with confidence in knowing I can help guide and assist them in pursuing their financial objectives. I do this by providing comprehensive investment advice, creative solutions, and sensible investment strategies. Our planning process offers independent investment consulting services designed to help clients better position wealth. Initial consultations are without charge or obligation.
I currently hold several securities registrations and insurance licenses on a State and Federal level as well as a NJ Real Estate License. In 1979, I graduated with a B.S. from West Chester University, West Chester, PA. I have completed my course of study and received the CERTIFIED FINANCIAL PLANNER TM designation from the College of Financial Planning in Denver, Colorado.
I began my career in Financial Services with Prudential in 1979. In 1984, I started working with American Express Financial Advisors. In 1988, I opened my own independent financial planning practice. I am a member of the Certified Financial Planner Board of Standards for CFP® professionals in Washington, DC, a professional organization solely for financial planning professionals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)
On a personal note, I have been happily married for 37 years and am extremely proud of my 2 children and their spouses. I enjoy spending my free time traveling, playing golf, going to car shows, tending to our horse, dog, 2 barn cats, and personal time with my wife and children.