I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner working primarily with educators and other professionals in their pursuit to establish viable retirement and investment goals. My objective is to establish a long-term financial relationship with my clients and assist them in all facets of financial planning. I believe establishing a "person partnership" is very important in the financial planning process; and is essential in helping someone achieve their financial goals. As an avid proponent of diversified portfolios*, I look to "asset allocation theory" to help achieve long-term investment objectives. I am also a qualified Income Tax practitioner with over 45 years experience in the field of Tax Planning and Preparation, a natural compliment to Investment Planning.
Prior to achieving my CFP(R) certification and setting up my own practice, I was a First Vice President with Shearson Lehman Bro., managing their Foreign Currency
I am also a retired Major in the US Army. With an MBA in Finance and Investments, a FINRA Series 7 Securities registration and other financial credentials, I bring to you a wealth of knowledge and experience in the area of financial planning services.
* Diversification or asset allocation do not guarantee a profit or protect against a loss.