Insurance Strategies, Retirement Income Planning, Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Military, Special Needs (ChSNC Required), Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning ®
English
“Education is the passport to the future, for tomorrow belongs to those who prepare for it today”
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. Doing this helps me recommend products and strategies designed to meet both their current needs, and more importantly, their future financial needs. Since your financial situation is bound to change, I work with you over time to help ensure you are on track to achieving your goals.
I was raised in Clifton NJ and graduated from Clifton High School. And like so many other Americans- my parents immigrated here. They came to this country with little knowledge, but knew they wanted a better future for my siblings and I. Watching how hard my parents worked for us helped me develop a strong work ethic; this pushes me to do the best for my clients each and every day.
I have my bachelor’s degree in Mathematics and graduated from William Paterson University. Now, I am proud to say I work for Mass Mutual NJ-NYC and have a great team by my side.
CRN202302-278368
Check the background of this investment professional on FINRA's BrokerCheck
BS Mathematics, William Paterson University (2016-2020)
New Jersey League of Nurses (NJLN)
North New Jersey Chamber of Commerce (NNJCC)