With over a decade of experience as a business owner, I have developed a deep understanding of the importance of building trust and integrity into every client relationship. This entrepreneurial experience has equipped me with valuable insights into navigating complex financial challenges and delivering personalized solutions. As a CERTIFIED FINANCIAL PLANNER® professional and graduate of New York University, I bring a wealth of knowledge and specialized expertise in financial planning, Social Security, Medicare, investments, and philanthropic giving strategies. My goal is to empower clients to make informed financial decisions, create meaningful plans that align with their values, and ac