Overview

I am an Accredited Investment Fiduciary, Certified Financial Planner, Certified Wealth Strategist and I’m the CEO of a boutique financial advisory firm, in Tarrytown, NY. I am celebrating my 30th year as a financial planner. I am actively looking to purchase practices and continuity planning leading to purchases. I have significant experience in asset practice purchases and continuity planning. I look forward to speaking with you to explore the possibilities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Member Since
Oct. 11, 2017

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...