CurrentlyCertified Financial Planner
Resides InNew York, NY
EducationBernard M. Baruch College, CUNY
ExpertiseAccounting, Debt, Financial Planning, Life Insurance, Insurance, Investing, Personal Finance, Retirement
- Member of 伟民配资_在线配资炒股:Investopedia's Financial Review Board
- Deep knowledge of financial planning focusing pre-retirement and post-retirement planning issues.
- Life insurance expertise in personal use, business applications, and policy structuring as a risk management and estate enhancement tool.
- Experienced in the inner workings of alternative investments (private equity and hedge funds) as an investment vehicle.