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