At the age of 28 I made a small fortune as a contractor for a soccer stadium for the World Cup in Argentina. Those were fun but also stressful years during my four kids’ early childhoods. I witnessed inflation, civil unrest, and corruption, together with steak lunches, summer vacations at the beach, and a rich lifestyle with friends and family. The skills I learned with a double Masters in Finance and Accounting, along with my experience in dealing with the ups and downs of the Argentinian economy, led me to develop an unbiased expertise in managing wealth while mitigating systemic risk and unexpected life circumstances.

As such, I constantly research the most current and effective strategies, and submit my case designs to several highly rated financial firms for review. I find myself most comfortable working with people nearing or in retirement, addressing the variety of risks that could impact a successful retirement and legacy plan, in conjunction with sound tax strategies. I’ve been an independent financial planner in NY and NJ for 20 years, developing long term relationships with my clients. 

Besides being a financial planner, I’m also an entrepreneur, having experience starting and managing companies in fashion and manufacturing. My wife of 39 years is a fashion designer and we enjoy traveling the world in search of art, fun and relaxation.