With 22 years in the financial industry, my passion for working with people drives my commitment to addressing their concerns. Specializing in retirement planning, asset management, and risk management, my goal is to help clients enjoy a relaxed retirement without the stress of making ends meet.
My career choice was deeply influenced by a personal experience. When my father passed away, he left a small inheritance to support our family. Unfortunately, my mother was taken advantage of by an illegitimate financial advisor who essentially stole her assets. This experience motivated me to pursue a career in the industry, with the goal of ensuring that no client I work with ever encounters a similar situation.
I was born and raised in Rockland County, where I spent countless hours enjoying the outdoors—exploring Harriman State Park, boating on the Hudson, and swimming in lakes. Now, I reside in Dix Hills, Suffolk County, Long Island. Though I never expected to live here, I relocated in my 20s with lifelong friends and met my wife, leading us to stay and raise our family. Married for 22 years, we have two children: a daughter currently in college and a son who will be a senior in high school this September. My son aspires to study finance and hopes to work alongside me one day.
I hold a Bachelor's degree in Finance and earned the Retirement Income Certified Professional (RICP) designation from the American College. These credentials, coupled with my personal experiences, empower me to guide my clients toward achieving their financial goals with integrity and dedication.