I work as a financial advocate for clients providing financial advice and guidance with the goal of connecting the human side of money to their financial and investment plans. My mission is to help provide clients with the most transparent path to wealth creation and preservation, to simplify investing and planning, freeing clients to take tangible action steps that strive to maximize a family's enjoyment of their wealth. I focus on working with Pharma/Biotech/Life Science/Tech executives along with individuals dealing with complex financial issues surrounding divorce.
I am a Certified Financial Planner™, a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst™ credential, as well as a member of the Financial Planning Association, FPA®. I pride myself on crafting customizable planning & investment strategies built for today's new environment.
Registered States:
CA, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, VA, WV