- What should the customer know about your pricing (e.g., discounts, fees)?
I am as flexible as possible and willing to work with clients' needs. First appointments are a discovery process and complementary.
- What is your typical process for working with a new customer?
I focus on what's most important to you. We'll build a personalized strategy to help meet your objectives. I also take a long-term view when partnering with my clients to help keep them on track.
- What education and/or training do you have that relates to your work?
Chartered Financial Analyst (CFA) NYU Stern School of Business - MBA in Finance Hofsta University - BBA in Finance