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Advisor Overview
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I specialize in retirement planning,college funding,asset preservation,asset allocation and diversification.Estate planning and Life Insurance. |
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Experience & Disclosure
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My CRD Number:
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Firm CRD Number:
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Work Experience:
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The last two years I have been at New York Life.The prior seven years I was in the Finance and Insurance field. |
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Academic Background:
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Services
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Types of Investments:
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Qualifications
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Certifications, Accreditations and Designations:
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I am licensed in Life and Health in the states of MA and CT.I also have my securities license. |
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Number of Advisors in Office:
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Advisor's Number of Clients:
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50 |
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Assets Managed by Advisor:
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$425,000 |
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Compensation
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New Client Minimum Portfolio Size:
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Any |
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Fee:
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Free |
