Bio
Credentials
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Chartered Financial Consultant (ChFC) Chartered Life Underwriter. (CLU)
American College
Experience
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F.A.A. Tax and Financial Consultant.
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New Jersey
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Tax Accountant and Financial Consultant.
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May 1985 - Present
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New Jersey
Professional Tax Preparer .Enrolled to practice and represent taxpayers before the I.R.S.Financial Consultant Licensed for securities and insurance products.All financial products offered through Nationwide Planning Associates Inc. Member FINRA/SIPC located at 115 W. century rd. ste 360Paramus N.J. 07652Advisory services offered through NPA asset Management,L.L.C.
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Education
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1994 - 1998The American College
Chartered Financial Consultant, Chartered Life Underwriter, Enrolled Agent (I.R.S)., Finance and Accounting -
1976 - 1980Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Suggested Services
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Industry Focus. “Financial Services”
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