We can accomplish anything - TOGETHER.
Here at Equitable Advisors, we work tirelessly to help our friends and clients define and reach their lifetime goals. These goals are met using years of knowledge from industry experts at the Wharton School of Business, where I received my designation as a Retirement Planning Specialist. In addition, we pride ourselves on constant contact to remain present and vocal for our clients.
My practice and approach are simple, provide as much value to those that i interact with, everyday. What this means is that whether you are looking to learn how you can help people with financial guidance or are looking for guidance yourself, you will always walk away from a conversation with me with guidance, implementable advice and knowledge.
My career began in 2009 after graduating from the Manhattan College's school of business with a degree in Finance as well as Economics. From there I began my push to bring financial wellbeing to the forefront of every conversation. I currently operate my practice out of offices in New York City and New Jersey.
As my career has evolved, it’s become part of my process to establish and manage specific goals – they are:
- To increase the financial wellness of local communities by engaging in small and mid-sized business networking via the Hackensack Chamber of Commerce where I help lead a group of Accountants and Attorneys. Additionally, I spend as much time as possible mentoring at various institutions such as Manhattan College, Montclair State University, William Paterson University and Don Bosco Preparatory High School.
- Consistently engage with my clients through good and bad economies and calm and turbulant markets alike to provide guidance, leadership and support.
- Respect my client's assets and treat them with care as I manage wealth towards specific and unique goals.
- Be relentless in making sure everyone has specific financial goals established, whether you are my client or not.
- Engage in philanthropic causes such as God's Love, We Deliver in NYC where we have vollenteered our time to prepare and package meals for shut ins. I also assist various client causes which have included military veterans causes and healthcare research fundraising. PLEASE keep me in mind when you are fundraising for causes that are important to you.
Financial wellbeing and wellness is a right for all families, businesses and people of all races, creeds and sexual orientation. Please help me do good work by introducing me to those that you care about.
