With 33 years of experience on Wall Street in Institutional sales & trading, I've navigated numerous market cycles and financial strategies. Now, I'm eager to channel that expertise into helping individuals achieve their short- and long-term financial goals, finding great satisfaction in guiding them through these crucial decisions.*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® with plaque design in the U.S.