Investment Philosophy
I believe in controlling what can be controlled: Developing a plan, removing emotions out of investing and remaining disciplined. I believe in focusing less on short-term volatility, and more on long-term strategies that work. Investing is a vehicle that serves one purpose: to achieve your life goals.
Business Philosophy
As a financial professional, my goal is to help clients achieve financial peace of mind. I believe it is important to identify and define financial goals. I believe it is equally important to review and update financial goals as life events take place. Financial peace of mind is a process and I want my clients to feel comfortable with every step in that process.
About
- Graduate of Rutgers University with a degree in Economics
- Began working in the financial industry in 2015.
- Joined PWS in 2022.
- Prior to Equitable, I worked for Merrill Lynch as a retirement specialist and PGIM Investments as a wholesaler of mutual funds, ETFs and separate accounts.
- Holds FINRA Series 7 and 66; Licensed insurance producer: Life, Variable Life & Variable Annuity
- Resides in Matawan NJ with my wife, Jenna
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)