As a Wealth Management Advisor and Financial Planner at Coastal Wealth, a MassMutual firm, I am passionate about helping individuals, families, and business professionals take control of their financial future. Acting as a personal financial coach, I deliver customized attention and comprehensive strategies tailored to each client’s unique goals. I believe that financial planning doesn’t need to be complex—it just needs to be personalized and proactive.
With over 20 years of experience in the financial services industry, I hold Series 7, 6, 63, and 65 securities licenses and have been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. This credential demonstrates my deep knowledge of fiduciary responsibility and my ability to implement prudent, process-driven policies that meet a defined standard of care.
My career in finance began early, inspired by summers spent working in my father’s office at Prudential (now Wells Fargo), where I gained firsthand experience in the inner workings of the industry. I later earned a Bachelor’s degree in Business Administration with a minor in Motion Pictures from the University of Miami in 2003.
Originally from West Hartford, Connecticut, I have lived in South Florida since 2000 and currently reside in Boca Raton with my wife Lauren and our two children, Ayel and Avi. I remain active in both professional and community circles. I served on the Board of Directors for the David Posnack Jewish Community Center, volunteered with the American Cancer Society, and am involved with the University of Miami Alumni Association. I’m also a proud supporter of the Jewish Federation and volunteered with the Orange Bowl Committee.
Outside of work, I’m an avid basketball and film enthusiast. I also enjoy working out and playing tennis. Whether you’re planning for retirement, navigating investment decisions, or coordinating with tax and legal professionals, I am committed to helping you choose the most appropriate solutions to meet your financial needs with clarity and confidence.