I started my career as a Certified Financial Planner because I'm passionate about helping my community. Growing up, I witnessed firsthand the troubles that can arise from not having a solid plan in place. Today, I dedicate much of my free time to my education so I can stay up-to-date on the ever-changing financial landscape. Helping clients plan for their financial future is so much more than market investments and employer benefits. My mission is to help educate others so they can better understand what's necessary to achieve full financial security.
General Information |
| Firm Start Year: | 1923 | |
| States Licensed in: | NJ |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Estate Planning & Trusts |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
Education |
| Bachelor of Science - Finance | Monmouth University
- West Long Branch, NJ 09/2003-01/2007 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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