About Bill

10+ Years utilizing a Client Centric approach.

10+ Years utilizing a Client Centric approach.

Ethics, Relationships and my client's Best Interest defines how I conduct my practice.  Graduating from St. john's University in 1990, obtaining my Certified Financial Planning designation, combined with over 30 years of work experience in Finance overlaid with "Real" Life experience affords me the ability to advise my clients on the many aspects of this journey we call "Life".

Having a well Thought out plan not only addresses your financial but ensures your Loved Ones are thought of, unforeseen risks are covered, you are not paying additional taxes needlessly among many other aspects of Life you may not consider.
I was born, raised, educated, started a family and now operate my successful financial planning practice in Queens,NY.  Once you are a client you are family.  We build relationships that last a Lifetime.

Every individual has Goals, needs and circumstances that are unique.  I partner with you to make your plan work for you.  My practice is built on Trust, Honesty and Communication.