I advise an exclusive group of clients on Retirement, Insurance and Investment Planning strategies. With more than 25 years of experience as a Financial Advisor, I advise an exclusive group of clients on Retirement, Insurance and Investment Planning strategies. I work alongside other professionals such as Estate Planning Attorneys and CPA’s to design, implement and monitor solutions to help my cli
ents reach their financial goals, dreams and objectives. I hosted the popular financial talk radio show “Raymond James’ Your Money Matters” for over a decade where I discussed Financial and Retirement Planning strategies while interviewing Financial Analysts, CPA’s, Estate Planning Attorneys, Economist and Institutional Money Managers.
“I design a written plan tailored to meet your financial goals and complete it with strategies for achieving them. I make it my business to learn who you are, where you currently are with your investment program and where you would like to be. I am constantly evaluating your Financial and Retirement Plan, making sure we remain focused on accomplishing your goals”. I enjoy spending time with my family, and friends. When I am not working with clients, I enjoy Martial Arts training (4th degree Black Belt), physical fitness, meditating, practicing yoga, exotic cars, vacationing with my family and attending Miami Heat Basketball games. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
