In this age of technology, information is at your fingertips at a moment’s notice. What you do with that information is the difference between navigating an intelligent path to your financial fitness or not.
Growing up in a home where my grandfather and father were financial professionals gave me an immense appreciation for the rewards that come with being able to help clients find their way to financial independence. Without fail, they would share stories of how they were able to help “Joe” retire comfortably at age 60, and “Sally” could carry on with her life after her husband ”Bill” passed on, or “Fred” was able to pass along a business due to the succession planning he put in place several years earlier. Today, I am proud to say, I’m able to share those same type of stories with my children.
The volatility of the market and the globalization of the world’s economies, along with the thousands of financial products and services available today make the need for professional financial advice an important ingredient in meeting your financial goals. Just as I help my clients develop a thoughtful path to their financial goals, I too, have adjusted my practice along the way to better serve my clients. Becoming Senior Managing Director of Premier Consulting Partners has provided my clients with access to a team of financial professionals, with various areas of knowledge, resources and support to help ensure all their financial needs are addressed with thoughtful solutions.
I was honored to continue my family’s legacy by being inducted into the Equitable Hall of Fame as did my father many years earlier. Creating my own legacy, my wife Ronit, myself and our children, Jason and Emily have been active fund raisers for the National Multiple Sclerosis Society ranking us as the #1 fund raising team on Long Island.
Thank you for visiting my website. I hope you’ll take the time to explore its many resources for you.
Premier Consulting Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.