Currently
Certified Financial PlannerResides In
New York, NYEducation
Bernard M. Baruch College, CUNYExpertise
Accounting, Debt, Financial Planning, Life Insurance, Insurance, Investing, Personal Finance, RetirementSummary
- Member of 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.