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Manager Overview
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Fee based financial planning and investment management firm offering impartial,unbiased and independent advice to its clients. Firm is planning based and has extensive depth to handle all areas of planning and investment management. |
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Experience & Disclosure
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My CRD Number:
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1983133 |
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Firm CRD Number:
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113678 |
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Work Experience:
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Has served in the financial planning market place for 20 years with extensive experience in financial planning, investments and insurance. Has been with Current firm since 1992. |
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Academic Background:
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Holds a Masters Degree in Financial Analysis and is a Certified Financial Planner practitioner. Holds the AIF designation (Accredited Investment Fiduciary) further showing commitment to fiduciary standards. |
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Services
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Types of Investments:
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Mutual Funds, Stocks, Bonds, ETF's, Managed Accounts and alternative investment research and implementation on cases by case basis. |
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Qualifications
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Number of Advisors in Office:
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20 |
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Advisor's Number of Clients:
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600 |
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Assets Managed by Advisor:
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650000000 |
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Compensation
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New Client Minimum Portfolio Size:
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500000 |
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Money Manager Articles
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Keeping Positive in Challenging Times - 11/12/2009
Keeping Your Financial Plan Alive - 11/09/2009
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