Focus: Insurance Strategies, Business Owners, College Funding Strategies, Financial Education, Retirement Income Planning, Business Succession Planning, Charitable Giving, Military, LGBTQ, Group Benefits
Languages: English, Spanish
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
I believe everyone is meant for something greater than themselves, outside of building my practice, I enjoy keeping myself mentally and physically fit. Over the summer, I love hiking with my lovely pitbull, mako. regularly I listen to audiobooks to keep myself learning from different perspectives. I enjoy cooking and eating foods from different cultures, and most importantly helping people be the better version of themselves.
250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663