A CERTIFIED FINANCIAL PLANNER™ Practitioner. Specializing in Retirement, Investment and Tax Planning Strategies for Individuals and Small Business Owners.
Designations and Licenses
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- FINRA Series 7 Registration
- FINRA Series 63 Registration
- NYS Licensed Life / LTC Insurance Agent
Check the background of this investment professional on FINRA’s BrokerCheck.
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