I have been working with individual investors and families for over 40 years. I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. I hold multiple professional designations and am registered to provide a variety of financial products and services.
Education:
- Accredited Wealth Management Advisor program, The Wharton School, University of Pennsylvania
- Wealth Management Certification Program, The College for Financial Planning
- Financial Planning Specialist, Citigroup
- Guided Portfolio Management, Citigroup
- Quantum Portfolio Management, Citigroup
- Northeastern University, Boston, Finance, 1989
- Retirement and Trust Services, Prudential Series One and Two
- Client Communications, AARP
- Options Clerk, Philadelphia Stock Exchange
Registrations and Licenses:
- Series 3, Series 7, Series 65, Series 67 registrations
- Life Insurance, Health Insurance, Variable Annuity Licenses