Growing up in Brooklyn, NY, I witnessed firsthand the devastating impact of poor financial guidance when my father, a bank VP, passed away unexpectedly at the age of 40. Despite a substantial settlement, my legally blind mother received inadequate advice, depleting funds meant to last our family a lifetime. This experience fuels my passion for providing sound financial guidance to individuals and
families facing life's uncertainties. My professional journey began early – at 17, I started my first company and dove into investing. This entrepreneurial spirit, coupled with my personal history, uniquely positions me to serve three key groups:
1. Successful business owners and professionals who want long-term, diversified wealth.
3. Soon-to-be retirees who want an advisor to actively guide them, not just call once a year. I focus on:
• Generational wealth transfers
• Asset protection and diversification
• Business growth and exit planning
• Employee retention and 401(k) optimization
• Tax-efficient strategies for high-net-worth individuals
As your financial advisor, I work closely with you, your CPA, attorneys, and other professionals to determine the best financial strategy for your unique needs. Examples of questions my clients ask are:
• "How can I prepare for retirement-or even retire early?"
• "How can I minimize tax obligations for my family?"
• "What's the best way to maximize profits for my business?"
• "How can I protect myself and my family's financial future?"
I'm married to Cassandra Rosen, a successful personal branding and business coach, and we're proud "puppy parents" to two mini-Schnauzers. Outside of work, you'll find me boating, enjoying wine and spirits tastings, cruising car shows and touring around Florida on my motorcycle. Ready to design a financial future that aligns with your 'why'? Email [email protected] or call me direct at (407)952-7401 to schedule a consultation.
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