"Risk comes from not knowing what you are doing"- Warren Buffet
Financial planning can be difficult and time consuming to most individuals. Are you worried about your financial future? If so, you have come to the right place, where you'll find a wealth of information in the form of newsletter articles, calculators, research reports and more.
Since beginning my financial services career in 2001 with Equitable Advisors as a financial consultant, I have been dedicated to helping my clients achieve their financial goals and dreams. I have a specialized practice in the areas of retirement planning, income distribution planning, wealth managment and risk managment. In 2003, Equitable Advisors awarded me with the designation of Retirement Benefits Specialist / Tax Sheltered Plans which denotes training in tax qualified plans.* With that training I am able to help both private and public businesses; owners and employees find benefit strategies for their effective tax savings vehicles.
In November of 2005, I was promoted to Vice President of the Equitable Advisors Las Vegas district. As a Vice President, I am also responsible for managing, hiring, training and mentoring financial professionals who provide a wide range of financial services and products to their clients. In 2007, I was awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning at Wharton School, University of Pennsylvania. With the extensive education, knowledge and training gained from the Wharton School, I am able to help guide my clients through the retirement process and implement strategies designed to achieve retirement success.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Equitable Advisors along with myself created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of the financial opportunities available to you through a planning process, to help you learn more about who we are, and to give you fast, easy access to market performance and data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn't want you to miss any developments in the area of personal finance.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.