About Joe

I am a Wealth Management Advisor at TIAA with more than 25 years of financial services experience. I earned my Bachelor’s degree in Business from Touro University.
My mom was a single mother who worked for a school, and had her retirement plan with TIAA. We lived on a tight budget, so she taught me the value of a dollar and the importance of living within your means. When my kids ask me why I do what I do, I tell them I love helping people fulfill their dreams up to and through retirement. My clients have enough on their plates, so they depend on me to make sure that we stay on course through ongoing, comprehensive financial planning. I believe in always doing the right thing for my clients and to do my very best in helping them stay on the path toward their financial goals.
I live in Monsey, NY (Rockland County) with my wife, Netta, and am the proud father of four daughters. In my free time, I enjoy spending time with my family and going on fun day trips. My wife and I operate a coat exchange out of our home to help individuals in need. I am also the founder and former President of a local synagogue.