Credentials: MBA, CFP® CERTIFICATION
Years of Experience: 34
Address: 3 Dickens Street
President of National Wealth Advisors Inc. – an in-depth wealth management practice offering financial planning and wealth management through Summit Financial, LLC.
President of privately owned pension and executive benefits firm – MAC Pension, Inc.
34 years specializing in solving problems, reducing taxes and maximizing opportunities for BUSINESS OWNERS and HIGH NET WORTH individuals.
Many years life experience managing personal and client financial, career and family issues.
Graduate Degree MSFS (Master of Science in Financial Services).
AEP® – Accredited Estate Planner®
Member of Estate Planning Council of Westchester County, Inc.
Member of ASPPA (American Society of Pension Professionals & Actuaries), NAEPC (Nat’l Assoc. of Estate Planners & Councils), Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.
Guest lecturer for numerous CPA, attorney, medical associations, insurance and investment company groups
American College, Master of Science in
Florida Tech, BS Management
Comprehensive Financial Planning
Pension, Executive, and Employee Benefit
Plan Design and Planning
Investment and Retirement Planning
Provides financial counseling to the clients of major CPA and law firms.
Top clients include business owners and high net worth individuals.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
Check the background of this firm on FINRA BrokerCheck