I develop long term proactive relationships with my clients and base them on my dedication, integrity, and commitment to them, their families, and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role becomes that of a trusted and respected financial specialist who is the quarterback of all the financial aspects of the client. The goal is to maximize efficiency and effectiveness in achieving great success, wealth, and balance.
Education and Training:
- Graduate of New York University: Economics Major/Philosophy/Psychology DoubleMinor
- Extensive experience, background and certification in Finance, Business, Real Estate Development and International Commerce
Specialized Services Offered:
- Estate Planning
- Retirement Planning
- Personal Financial Engineering
- Asset Maximization
- Pension Design and Administration
- Cash Flow Analysis
- Insurance Planning and Design
- Family Business and Succession Planning
- Executive and Group Benefits
- Wealth Management
Professional Organizations:
- NAIFA: National Association of Insurance and Financial Advisors
- WAIFA: Westchester Association of Insurance and Financial Advisors
- 100 Women in Hedge Funds Organization: Created by Wall Street’s George Soros’s: A leading financial charitable organization headed by prominent leaders in the financial industry.
Community, Charitable or Professional Organizations/Associations:
WIZO(Women’s International Zionist Organization): Business and Corporate Chair, Director of Planned Giving
Member of Philanthropy and Professional Development Committees
Cabinet Member of Israel Bonds, USA: Chairman of Business and Industry Committee
JNF Board Member