Focus: Insurance Strategies, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Retirement Income Planning, Retirement Strategies, LGBTQ, Business Owners, Investment Strategies
Languages: English, Spanish
As a Financial Advisor and CFP® professional, I bring 19 years of experience in wealth management, by providing personalized services for my clients on investments, retirement planning, education expenses, and other financial goals.
Delivering the highest quality and ethical standards of a CERTIFIED FINANCIAL PLANNER™ certificant, I help individuals, families, and business owners to make the appropriate decisions when it comes to holistic wealth management.
In the complex world of finance, clarifying your needs, creating sound development plans to help safeguard assets, and building towards long-term financial goals can be daunting. With this in mind, I found it important to work with a consultative approach. By listening closely to my clients to garner a clear understanding of attitudes towards risk, in order to develop personalized goal-based plans with consideration for all aspects of their financial planning needs.
I am a dedicated professional, and enjoy providing people with the resources they need in areas of wealth management and financial planning. I also enjoy spending my free time with my 8-year-old son Zackary.
In addition to financial plans, investments, insurance, retirement planning, and education, I also offer access to services for estate planning, philanthropic opportunities, senior life management needs, and other financial alternatives.
For more information about how I can help you on the path to meeting your financial goals, contact me at firstname.lastname@example.org or call 347-809-5258.
I am licensed to sell insurance in: NY,NJ, CT & FL and securities in: CA, CT, FL, NJ, NY, TX. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 2 Mott St, 9/F, New York, NY 10013, Tel. 212-619-5420
Check the background of this investment professional on FINRA’s BrokerCheck
41-60 Main Street, Suite 303
Flushing, NY 11355