As a Financial Services Planner, I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. I develop and implement comprehensive financial solutions utilizing my knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. My goal is to get to know my clients utilizing a collaborative, one-on-one approach dedicated to identifying and prioritizing their financial goals, offering professional guidance and strategies to meet individual and group needs. He recently completed a course and obtained the DACFP certification to gain better understanding in Blockchain and Digital Assets*I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.Domiciled in CT; CA Insurance Lic # 0L60762*DACFP disclosureNeither MML Investors Services, LLC. nor its representatives, can assist with digital asset purchases or sales or otherwise provide investment advice concerning digital assets, such as cryptocurrencies. Any information provided is educational in nature and should not be relied upon to make digital asset related decisions. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton CT 06484. 203-513-6000.
Listed skills include Securities, Investments, Insurance, Financial Services, and 9 others.