Overview

I maintain CFP®, CDFA® And CRPC® designations as well as my insurance license. I have been in the business for 30 years. Age 55 I value a caring and attentive connection with my clients. It is the most important part of the relationship and I have maintained this through out my career. I am moving toward a complete fee based practice and will offer my expertise as a financial planner as part of my services as well

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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