Broker Check

36 Main Street
Holmdel, New Jersey 07733
(732) 772-9000

LinkedIn

Designations

Professional Designations

  • CFP® CERTIFIED FINANCIAL PLANNER ™ practitioner
  • CLU Chartered Life Underwriter
  • EA Enrolled Agent 

Affiliations

  • CFP® certificant in good standing with CFP Board of Standards and the Financial Planning Association of New Jersey.
  • Member of the National Association of Tax Professionals. Member of the National Association of Enrolled Agents

Education

  • Bachelor of Science, City College of New York
  • MBA Investments & Finance, University of Houston
  • Master of Science, University of Houston