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