Serving New York
As a Certified Financial Planning Professional with Kinecta Wealth Management, my primary responsibilities encompass a broad range of financial planning services. From retirement to investment planning, I strive to ensure my clients are well-prepared for the financial challenges they may face throughout their lives. With over 34 years of experience in the financial services industry, I have dedicated my career to assisting clients in preparing for their and their families' financial futures.
In 2005, I achieved the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which has become the cornerstone of my practice. As a CFP® professional, I am committed to providing clients with personalized financial planning and investment strategies that align with their unique financial goals. To complement my experience, I hold several certifications and licenses that enable me to offer clients a comprehensive range of investment options. Before embarking on my career in the financial services industry, I pursued my education at Albright College. It was during my time there that I developed a passion for finance and helping individuals work toward their financial goals.
Motivated by the prospect of helping clients seek their goals, I approach each engagement with enthusiasm and dedication. I firmly believe the greatest value I can provide for my clients lies in my professionalism and extensive knowledge of financial planning and retirement strategies. Throughout my career, I have witnessed the transformative impact that sound financial planning can have on individuals and their families. It is my honor and privilege to guide my clients through their financial journeys, ensuring they have the tools and strategies necessary to realize their aspirations.
Registrations held through LPL Financial: 7, 63 and 65.
Additionally holding Life and Health Insurance License, and Long-Term Care NY State Partnership.
Registered for Securities in the following states: AL, AZ, CA, CT, DE, FL, GA, IL, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WI, WV.
Check the background of this investment professional on FINRA’s BrokerCheck.®