As an Investment Advisor with 25 years of financial services experience, I take a genuine interest in my client's personal and financial needs, working with them to cultivate long-lasting relationships. I am committed to assessing market and lifestyle risks and their impact on my clients' objectives. My primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning. I hold the CERTIFIED FINANCIAL PLANNER™ designation and I also maintain FINRA Series 7 and 65 licenses. I passed the Certified Investment Management Analyst Program at the Wharton School of the Uni