Wealth Management Advisor - Hackensack
I am a Wealth Management Advisor at TIAA with over a decade of experience in the financial services industry. I understand that talking about money may be uncomfortable for many people, and planning for the long-term may not be a high priority given how busy our day-to-day lives can be. I strive to make the financial process as enjoyable as possible for my clients, and I listen closely as I work with them to develop an understanding of their financial goals. I make an effort to steer clear of unnecessary financial jargon and present an organized plan that is easy to understand. As my clients’ trusted family financial advisor, I enjoy being there for each step in their financial journey, navigating through tough financial questions and celebrating the milestones to and through retirement. My areas of specialization include retirement planning with a focus on retirement income, asset management, estate planning, and financial risk management. I received my Bachelor of Engineering degree from the Cooper Union for the Advancement of Science and Art.