| Advisor Profile |
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Business Description |
| Independent Financial Planning firm specializing in working with individuals who currently are or are nearing retirement. We offer full financial planning, asset management and risk management services. |
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General Information |
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| Years of Experience in Financial Services: |
17
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Education |
| Academic Background |
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B.A. in Economics from Boston College
Fairleigh Dickson University Certified Financial Planning program |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Series 65
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Nick Spagnoletti |
Frequently Asked Questions |
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