My Qualifications

For over three decades, I have been a financial advisor and have studied the investment markets intently.  I've seen nearly every type of market condition, from over the top bull markets to Great Recession troughs.  From just starting out in the financial planning profession, all the way through serving as the president of a financial planning brokerage firm, I have seen it all and done it all.  I have counseled clients who were just beginning their investing, and I have worked with very wealthy families.  Today, I focus in the areas of retirement distribution, insurance analysis, trust analysis, and generational wealth transfer.  I maintain a network of other professionals who can assist my clients in related areas, such as law and taxation.  Together, we represent some of the most experienced and qualified advisors in the nation today.  In fact, many of my clients started by asking me for a second opinion of their investment plans, and they later asked me to provide the primary management of their investment accounts.

I attended Rutgers University and studied Biology and Biochemical Engineering.  My science background brings a studied discipline to my analysis and recommendations, so my clients can benefit from both my decades of experience and my scientific approach to investing.  I am licensed with the Financial Industry Regulatory Authority (FINRA) as a Series 6, 63, 66, and 26 representative.  I am also licensed as an insurance producer with various state insurance departments.  I work with clients who have at least $250,000 of investable assets, and typically my average client has nearly $600,000 managed by my office.  If you qualify, I look forward to meeting you and offering you the level of service, knowledge, and experience you need to properly utilize your retirement monies in the Golden Years of your life.  Over age 67 myself, I believe that all seniors deserve to know how to successfully enjoy a rewarding retirement.  My office is in Somerset County, New Jersey, but I have clients throughout the United States and I regularly travel to meet with them and counsel them regarding retirement wealth distribution.