As a Financial Advisor, I work with a range of clients, including sports and entertainment professionals, families seeking intergenerational planning, business owners and corporate executives. My role is to help clients clarify their goals, understand their choices and create strategies designed to support their financial life over time. I hold the CFP® certification and the SE‑AWMA™ designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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