After receiving BA degrees in both Finance & Risk Management & Insurance from Temple University Fox School of Business, I've advised & educated over 1000+ clients in need of asset allocation, retirement planning, investment knowledge & many more services. In the past, I've worked in Respiratory Therapy and continue to be licensed in the states of PA and NJ, as well as, a member of the American Association of Respiratory Care (AARC) and the Pennsylvania Society of Respiratory Care (PSRC).
I hold the following designations and registrations:
- Financial Industry Regulatory Authority (FINRA) Series 6, 7, 26, 63 and 65 registrations
- Life, Health and Variable Life and Annuity insurance licenses in various states
- Certified Fund Specialist CFS®
- Certified Retirement Counselor CRC®
- Chartered Retirement Planning Counselor CRPC®
We believe in taking a comprehensive approach to financial planning and provide solutions particular to each client's needs, wants and desires. We are committed to achieving this by using unbiased investment advice that is specific to you and your best interest. By working together, you can make informed decisions about your money and the growth and protection of those assets for your benefit as well as your family.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your linking to these web sites.