I work to thoroughly understand financial priorities for high net worth individuals and families. I then create customized investment strategies designed to help achieve financial and life goals. I am a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. I currently reside in Little Silver, NJ, with my wife and two children.