I have worked closely with High Net Worth Individuals for Seventeen years. I use my extensive personal and professional experience in all areas of investment planning to help my clients understand, define and pursue their unique goals.
I am a Co-Author of the book "Successonomics" featuring Steven Forbes .
As Certified Retirement Counselor ® I adhere to a Code of Ethics and maintain certification status through continuing education.(information listed below)
I have all the necessary security registrations (listed below) to provide my clients with a variety of financial products and services.
State of Connecticut Insurance License #001106220
Certified Retirement Counselor ®
Is independently accredited, by the National Commission for Certifying Agencies
Is developed by professionals, for professionals and is continually kept up-to-date and relevant
Demonstrates a mastery of both retirement accumulation and distribution planning
Requires an ongoing investment in continuing education
Commits Certificants to adhere to a Code of Ethics
Security Registrations
Series 7,24,65
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Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. are affiliated with Advanced Wealth Strategies, LLC.
