Wealth Management Advisor - Roseland
I am currently a Wealth Management Advisor at TIAA. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP™) professional and have over 20 years of experience in financial services. As a CFP™ professional, I help analyze every aspect of my clients’ financial lives. With a clear understanding of a client’s current financial situation, I then execute approved plans designed to help achieve well-defined objectives. I also monitor progress toward reaching financial goals and makes necessary adjustments to my recommendations. My areas of focus include retirement planning, asset management, insurance, estate planning strategies, and college savings. I received my bachelor’s degree from Rutgers College. I currently reside in Wantage with my wife, Christina, and our three children, Eric, Sara, and Luke, and family dog. In my free time, I enjoy watching my children’s sporting activities, namely soccer and hockey.