I consider myself to be a "Financial Architect" who helps small business owners and families feel confident in their plans. My practice focuses on wealth management and provides financial planning to professionals, business owners and individuals and has done so since 1993.
My background and experience in business, management, sales and marketing has allowed me to develop a personal strategy to help my clients as they seek to accumulate multigenerational wealth, maximize their retirement plans and develop a risk management profile.
As a member of the Private Client Group (a platinum division of Equitable Advisors) I am able to offer a series of "Blueprints" and "Roadmaps" for my small business and individual clients allowing me to help them deal with the "what-ifs" in life
Through the use of an integrated planning platform I have helped numerous individuals, families and businesses in the Treasure Coast area with financial planning, life insurance, education planning, retirement planning & estate planning strategies. I am experienced at helping small business owners protect their assets, provide cost-effective employee benefit's packages, structure retirement plans and succession plans.
To stay on top of my field and develop my skills, I have completed and passed the exams of:
FINRA Securities Registration Series 7, 24, 6,63 & 65
Florida Department of Financial Services License 2-15: Life Insurance, Health Insurance & Variable Annuities
If you are located in the Treasure Coast area and are interested in learning more about what I do as a Financial Consultant, or if you wish to speak about a concern or question you may have in regards to life insurance, retirement planning, businesses planning or estate planning strategies, please feel free to contact me at (772)-878-1181 and please be sure to ask me for a NO OBLIGATION Financial Consultation.
A Financial Consultation is a complete review of all brokerage accounts, life insurance policies, long-term care policies, disability policies, retirement accounts, annuity accounts and any other assets that you feel would be pertinent in helping you reach your financial goals. We will review each account in detail to help ensure that you are on the right path to your goals at retirement and beyond.
My Goal is to make a positive difference in each and every life that I life that I come in contact with. I look forward to being a "value-added" in yours! Thank you for visiting.
Qualified Plan Specialist Title awarded by Equitable, based upon successful completion of an internal training program and written assessment.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.