I seek to create lifelong partnerships and provide clients with greater financial clarity and peace of mind.That’s why I founded Wealthstream Advisors, an independent boutique wealth management firm based in New York City. Wealthstream Advisors is a Registered Investment Advisory firm that acts in a fiduciary capacity to provide objective and personalized financial planning and evidence-based investment management. I believe in building tailored financial plans and investment strategies. By working closely with Wealthstream, clients gain greater financial knowledge and confidence to make better decisions about how to invest and manage their wealth.Credentials: CPA/PFS, CFP(R) Recent speaking events:Jill Schlesinger’s radio show (Jill on Money) http://www.jillonmoney.com/302-year-end-financial-planning-tipsFidelity eAdvisor Panel Duetsche Bank RIA & Trust Bank Investment Symposium LinkedIn Next Generation Customer Journey in WM; High Tech or High Touch? External IT Wealth Managment Technology & Cybersecurity SummitAICPA Advanced PFP Conference - Technology PanelSpecialties: Financial planning, wealth management, organization design, leadership, sales, business development, investment management, retirement income, life insurance planning, long-term care, accounting, succession planning, small business strategy, tax planning, estate planning, retirement planning