Financial Advisor
CurrentAs a member of the Burke Rynkar Puglia Group of Wells Fargo Advisors I oversee many investment plans providing ongoing customized management and investment advice to each client. I utilize a transparent consultative approach for each relationship including one on one meetings at the clients convenience. Many of my client relationships are multi generational. The investment strategy advice is developed from my experience in a variety of market environments over the past two decades… Show more As a member of the Burke Rynkar Puglia Group of Wells Fargo Advisors I oversee many investment plans providing ongoing customized management and investment advice to each client. I utilize a transparent consultative approach for each relationship including one on one meetings at the clients convenience. Many of my client relationships are multi generational. The investment strategy advice is developed from my experience in a variety of market environments over the past two decades. The following are some of the services I offer:- Assessment of your current and estimated future financial health- Ongoing review of your financial position- Asset Allocation Strategies to attempt to properly balance your portfolio to reflect your need for growth or income-Experience in retirement programs including IRA's, Roth IRA's, SEP IRA's and 401K's-Detailed lump sum distribution analyses-Estate planning strategies*-Education funding analysis to project college costs and estimate the funds needed to send a child to college-Insurance needs analysis-Provide access to lending services offered through Wells Fargo affiliates-Charitable giving strategies* Wells Fargo Advisors does not provide tax or legal advice. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Show less
