As a Vice President of Equitable Advisors LLC. and an active member of the Monmouth county community, I am dedicated to helping individuals and businesses plan for and build their financial futures.
On this website you will be provided with access to a plethora of resources that can be used at your disposal. I encourage you to explore the site and utilize the different newsletters, calculators, and seminars. If you are interested in setting up an initial appointment, please fill out a Discovery Survey Form and Client Profile which are located under Client Resources on the left side of this page.
A Little Bit About Me...
- A Bachelors of Arts degree in Economics from Queens College, part of CUNY
To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs, this includes completing the curriculum and passing the exams for:
- CERTIFIED FINANCIAL PLANNER™
- NASD Securities Registrations Series 7, 66, 24. As well as Life and Health Licenses
If you are interested in pursuing a career at Equitable Advisors please visit our Careers Page. Click on the Apply Now button on the right hand side to begin the process!
My education, business experience, and professional affiliations have fostered my practical approach to offering the best financial planning process to my clients. I strive to understand my clients financial goals and their concerns. Working together we will formulate a strategy to address these concerns. Then, if suitable, as a registered representative of Equitable Advisors and an insurance agent of Equitable Network, LLC, I will recommend the appropriate products & services to help you execute your strategy.
I LOOK FORWARD TO HELPING YOU REACH YOUR FINANCIAL GOALS!
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.