My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.
I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integrate tax planning with investment management as well as retirement planning.
Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. My process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. I work out of two offices: Jersey City, NJ and NYC.