General Securities Principal-Series 24, General Securities Representative-Series 7, Uniform Securities Agent State Law-Series 63, Uniform Investment Advisor Law-Series 65, Black Belt Tae Kwon Do, Multi-Family Income Property owner and developer.Specialties: Retirement planning and distribution, modern portfolio theory as applied to real life applications, factor investing based upon the workings of Eugene Fama and Kenneth French, asset class location and rebalancing to minimize your tax bill , wealth management, estate, tax and investment planning, helping people design and implement a Dimensional Funds portfolio. Multi-family real estate acquisition, development and management expert. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Cory Binsfield, Representative. Structured Wealth Advisors is not affiliated with the Securities America Companies or Dimensional Fund Advisors.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. www.finra.org and www.sipc.org
Listed skills include Investments, Portfolio Management, Financial Advisory, Wealth Management, and 31 others.