Focus: Special Care, Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Charitable Giving
My goal is to help make a positive difference in the life of a person with a disability or other special need, their parents/caregivers, and other family members. As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
I live in Los Angeles with my wife, two sons, and four cats. I enjoy bicycling, swimming, and hiking. I serve as Chair of the Jewish Committee on Scouting. I am a board member of the Jewish Los Angeles Pooled Special Needs Trust and an Ambassador of the Los Angeles Area Chamber of Commerce.
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8383 Wilshire Blvd Suite 600
Beverly Hills, CA 90211-2425