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Personalized Guidance | Restricted Stock, Investment, Tax, Estate, 401(k) Advice
New York, New York
Yes
M.B.A., finance, Zicklin School of Business, Baruch College – B.A., English, St. Francis College, Brooklyn, NY – Chartered Financial Analyst® (CFA®) – Certified Financial Planner® professional.
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Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
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Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
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