Independent Financial Advising: in Miami and Online

I started my career in financial services after graduating with honors from The Wharton School at the University of Pennsylvania. I have been a CFA Charterholder since 1998. 

I spent the first part of my career working exclusively with large corporations and institutions to make their big money decisions. I went from the broad decisions like asset allocation, manager selection down to performance measurement and individual stock selection with a focus on emerging market stocks. 

In 2003, my dad died unexpectedly, and it turned my family's world upside down. This marked a turning point, and I moved from Wall Street to Main Street. I took my institutional knowledge and experience and brought it to individuals, business owners and professionals, so that I could care for the people I cared about. 

I have now spent over 20 years helping my clients retire, take care of their families and create their legacies. My clients understand their options. They feel secure that they are making smart money decisions to protect themselves, their families and their independence as they grow older and life happens.

While my clients span the nation, the majority are located in Florida, California, and New Mexico where I have had residences over the years. I currently reside in (Brickell) Miami, Florida where I enjoy playing beach volleyball and salsa dancing. If I can help you or a loved one, please don't hesitate to reach out.