How much experience do you have?

I have been a practicing financial advisor for over 20 years.  I was awarded the Certified Financial Planner^© designation in 1996. I also have a Master’s in Business Administration from Monmouth University and completed the Chartered Retirement Planning Counselor^© designation in 2018.

I have taught financial literacy at the college level since 2010.  I am an adjunct instructor of financial planning in the Department of Economics & Finance, Cotsakos College of Business at William Paterson University.