Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
37 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1991-present
- Financial Consultant, Lehman Brothers, Inc., 1988-1991
Education
- BA, Economics, Rutgers University
- CFP, Certified Financial Planner Board of Standards Inc.