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Specializing in Income and Wealth Preservation Strategies
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34 years of experience |
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Solution-based planning using diversified financial instruments |
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Past CEO of two financial services firms, lecturer, featured in newspaper articles |
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Titles: Consultant, Founder and President |
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Designations: Chartered Financial Consultant®, Chartered Life Underwriter®, Certified Financial Planner™ practitioner |
After 34 years of experience in the financial industry, I established numerous avenues to help achieve returns for my clients while minimizing the risk of what many investors have come to realize over the last few years. My experience has allowed me to present my clients with strategies and financial products to help reduce risk and achieve results beyond the traditional portfolios of many brokers. In these uncertain times, it is essential to bridge the gap from current income to the preservation of your wealth and retirement income through successful financial planning strategies. Innovative and individually tailored solutions continue to be the focus and strength of my practice. Additionally, I have always been grateful for and valued my family, friends and my clients who have put their trust in me.
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Areas of Focus
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Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Asset & Income Management, Inc. is independent of QCC and QAM.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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