Investing and financial planning are very important and personal matters. I have a deep commitment to help my clients grow and protect their wealth. My mission is to offer the right financial tools to reduce uncertainty and provide real solutions for financial stability and independence. I take my job seriously and have been working with clients since 1983.In addition to the Certified Financial Planner certification, I hold several licenses:65 - Registered Investment Advisor 7 - General Securities53 - Municipal Bond Principal27 - Financial and Operations PrincipalSecurities offered through Purshe Kaplan Sterling Investments (PKS). Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Products purchased through PKS are Not FDIC Insured - May Lose Value - Are Not Guaranteed by any Bank - Are not a Deposit - Are not Insured by any Federal or State Government Agency.Third party posts do not reflect the views of Purshe Kaplan Sterling Investments (PKS) and have not been reviewed by PKS for completeness or accuracy.