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Degrees
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Working towards a dual major in Multidisciplinary Studies and Business, Stony Brook University
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My Expert Service
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It is not easy to build a solid financial plan. Moreover it is not easy maintaining that plan. What I strive to do is to build a sound, flexible and long term plan to not only anticipate market fluctuations but the changes in your life.
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Experience & Qualifications
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I have spent the last 4 years in a financial planning capacity, with a specific focus on retirement and estate planning. Currently I am getting underway with my Chartered Financial Consultant (CHFC) designation.
I am currently licensed as a registered rep, an investment advisor representative and as a life and health agent in the state of NY.
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Available Modes Of Communication
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email/chat
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Contact
aorb82
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