Financial planner (CPA, CFP®) with over 23 years experience in the financial services industry. Work exclusively with individuals on a fee-only basis and enjoy collaborating with other professional advisors to provide personalized, comprehensive financial counsel to clients. SoundView Advisors is a fee only wealth management firm dedicated to providing comprehensive financial planning and investment management services to clients on an ongoing basis. Our core purpose is to help individuals intentionally use their wealth to live out their values. Specialties: Retirement planning and capital needs analysis; investment management and portfolio allocation; tax planning; budgeting and cash flo