As a Certified Financial Planner™ professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional.I have the resources and knowledge to help you develop and implement a sound financial strategy. My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through Equitable Advisors, LLC and its affiliates, I can offer a broad range of financial products and services.Focuses: Financial Planning Strategies, Investment Services, Retirement Planning, Employee Benefits, Life, Disability and Long Term Care Planning Strategies. Provides financial classes at local Colleges for the General Public and for employees of Corporations.
Listed skills include Retirement Planning, Wealth Management, Investment Advisory Services, Executive Benefits Planning, and 4 others.