- -Comprehensive Financial Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Ntellivest, LLC||3 years, 2 months||Feb 2017 - Present|
|Fragasso Financial Advisors||3 years, 3 months||Oct 2013 - Jan 2017|
|Lpl Financial, LLC||3 years, 3 months||Oct 2013 - Jan 2017|
|The Bank of New York Mellon||2 years, 6 months||Apr 2011 - Oct 2013|
|The Bank of New York Mellon||2 years, 9 months||Jul 2008 - Apr 2011|
Designations & Memberships
American Association of Individual InvestorsMembershipThe American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.