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My Qualifications

I have worked closely with High Net Worth Individuals for Seventeen years . I use my extensive personal and professional experience in all areas of investment planning to help my clients understand, define and pursue their unique goals.

I am a Co-Author of the book "Successonomics" featuring Steven Forbes .

As Certified Retirement Counselor ® I adhere to a Code of Ethics and maintain certification status through continuing education.(information listed below)

I have all the necessary security registrations (listed below) to provide my clients with a variety of financial products and services.

State of Connecticut Insurance License #001106220

Certified Retirement Counselor ®

  1. Is independently accredited, by the National Commission for Certifying Agencies
  2. Is developed by professionals, for professionals and is continually kept up-to-date and relevant
  3. Demonstrates a mastery of both retirement accumulation and distribution planning
  4. Requires an ongoing investment in continuing education
  5. Commits Certificants to adhere to a Code of Ethics

Security Registrations

Series 7,24,65