Professional Bio
Graduated from Villanova University with a B.A. degree with concentration in International Business and a minor in Japanese.
Licensed through Cetera Advisors, LLC and is a Registered Advisor with Cetera Advisors, LLC. with Accredited Investment Fiduciary ® and Certified Divorce Financial Analyst Designations.
Speaks Italian and Spanish fluently.
Current Practice consists of the following:
Personal Financial Planning
Business Insurance Planning
Retirement Distribution Planning
Estate Planning
Charitable Planning
Employee Benefits
Specialist in Divorce Financial Planning
Organization Affiliations:
FemCity Philadelphia
The Walnut Club
Fashion Group International
Saint Paul's Church
Business Background:
Regional Vice President @ Transamerica
Regional Vice President @ ING
Retirement Planning Specialist @ Morgan Stanley
