During my more than 25 years as a Financial Advisor, I’ve noticed that many of my clients tend to be a little like me. They want more than market commentary and investment recommendations. They want a relationship with someone who understands who they are and what they want out of life. They want a confidant whom they can trust with intimate information about their families, careers and aspirations.

I want my clients to know that their challenges are my challenges and I am with them every step of the way – through unforeseen emergencies and disappointments, as well as triumphs and celebrations. My clients rely on me to help determine where they are and what they must do to get where they want to go. And I rely on them to fulfill my passion for helping people lead the lives they want for themselves and their families.

Born in Brooklyn, I learned the value of hard work at an early age, helping my parents at their lower East Side store. After graduating cum laude from Brooklyn College, I set out to pursue my dream of becoming a Financial Advisor.  Today, as a CERTIFIED FINANCIAL PLANNER® I have the credentials and experience to help clients plan their estates, use debt wisely, manage risk and retire with confidence, as well as structure their investments to meet their unique objectives and risk tolerance.
“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”

Outside the office, I lead an active lifestyle, playing golf, riding my bike and landscaping the property in the Rockaways where my family and I recently moved. I’m an enthusiastic supporter of his Chabad congregation and a member of the Brooklyn Chamber of Commerce. My wife Ellina and I take a special interest in organizations committed to helping children with autism.

As a registered investment professional for more than 30 years, I implement wealth management strategies for clients. I focus on servicing the investment needs of high net worth individuals and corporations.

Together, we will create a comprehensive investment plan that will enable us to organize all of your assets and put them to work for you in the most effective and efficient way that will allow you the freedom to pursue your life passions without ongoing financial concerns