Overview

I run a planning based practice with the focus on educating clients as to what they need to do in order to achieve specific financial objectives, taking the least amount of risk necessary. I do a lot of retirement planning and estate planning and am well versed in dealing with high net worth clients and the specific needs they have in this area. I generally run a fee based practice. My objective in signing up for Succession Link would be to find a like minded advisor in the Northern NJ, Metro NY area that is looking to sunset out of the business or transition clients to an advisor in order to facilitate retirement or exit from the investment advisory business.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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