CLU, ChFC, AIF® – LPL Financial Advisor in North Carolina
- MBA for Long Island University, from Brooklyn, N.Y.
Most Proud of / Awards / Recognitions
- My best awards are my clients who many are with me for over 25 years.
Areas of Focus
- Personal Wealth Management Services
- Personal Insurance Services
- Investment Management
- Estate Planning
- Retirement Plan
- Employee Benefit Education
Feel good always regardless of circumstances.
I am in financial profession for over 40 years and have insurance and all related investment licenses including series 7,63,65,51, 24 (held with LPL) and licensed in 13 states. I have charted life underwriter (CLU) , Chartered financial consultant (ChFC) , and also Accredited investment fiduciary and professional plan consultant (PPC). Associated with Gateway Financial partners less than a year.