As a Financial Advisor, my mission is to assist individuals, families and business owners in defining their financial goals and achieving financial independence. My practice focuses primarily on providing a broad range of custom tailored wealth and risk management solutions geared towards my clients investment, retirement and estate conservation needs. I strive to establish long-term relationships
with my clients based on mutual trust and integrity. I work closely with my clients by first helping them evaluate their current financial situation, helping them visualize, define and prioritize their financial and lifestyle goals a later design a comprehensive strategy to help them achieve the life they envision. I meet my clients in person on a regular basis to review their progress and make adjustments, if necessary along the way. in Economics from Tel-Aviv University and have over 15 years of experience in the Financial Services Industry. I am licensed to sell insurance in MA, RI I hold FINRA Series 6, 7, and 63 licenses. I am licensed to sell securities in: MA, RI I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive 16th Floor, Boston, MA 02210 617-585-4500
