Experience

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  Buckingham Strategic Wealth

  • Atlanta, Georgia

  • Wealth Advisor

    • Mar 2020 - Present
    • Atlanta, Georgia

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  Dunwoody Properties

  • Dunwoody, Georgia

  • Managing Member

    • 1996 - Present
    • Dunwoody, Georgia

    Real Estate Ownership and Property Management and Asset Management foran office building in Dunwoody, Georgia.

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  Nova Wealth Management Group, LLC

  • Senior Managing Member

    • Jan 1999 - Mar 2020

    Nova Wealth Management Group provides wealth management services to retirement minded corporate executives and entrepeneurs. Nova was founded by Sam Bromberg and I in 1999 out of our desire to provide objective financial advice that we found missing from our clients existing investment advisors. We have a consultative approach to solving our clients wealth management issues to design a plan to give our clients the best opportunity to accomplish what is most important to them. We use passive asset class funds for equities and have access to a twelve person fixed income desk to acquire fixed income of the highest quality with virtually no markup.We are fiduciaries to our clients which means that we can only act in their best interests. The only compensation that we receive are asset management fees from our clients. We have no conflicts allowing us to provide all advice with our clients interests always number one.

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  Bromberg & Cohen, P.C.

  • Founding Partner

    • Oct 1984 - Jul 2007

    Founding partner of boutique CPA firm working with small business and high net worth individuals. Provided accounting and tax services with emphasis on tax planning and real estate.

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  Metcalf, Frix and Company

  • Manager

    • 1979 - 1984

    Tax Manager. Extensive real estate and individual income tax planning, compliance and consulting responsibilities.