I am a proud CERTIFIED FINANCIAL PLANNER® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.
This firm was started to give people a practical way to know exactly what had to be done at key points
over time to succeed financially.
Our flexible approach ensures there is nothing standing between you and a clear plan of action well
executed over time. We give you the versatility to choose how we work together and stay in control
of your total financial picture with access to fiduciary advice.
We created a way for you to easily understand more about your situation and stay on track to success
for the long term. We simplify the abstract concepts of planning into simple concrete steps that
summarize how acting now will improve financial outcomes tomorrow.
With us, you can access top tier planning and experienced fiduciary guidance without pressure to move
your accounts or say "yes".
General Information |
| Firm Start Year: | 2002 | |
| No. of Employees: | 2-4 | |
| States Licensed in: | NJ, NY, PA, SC |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Portfolio Management, 401K Rollovers, Retirement Planning |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Separately Managed Accounts, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Health, Life |
| Non-Financial Organization Memberships: | Mensa International |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250000 |
Education |
| Bachelor of Science | William Paterson University - Wayne, New Jersey - |
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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