Financial planner | Focused on helping individuals understand & optimize their financial life.
adviceperiod.com
payden.com
altfest.com
apexiumfin.com
Partner Advisor
AdvicePeriod
• www.linkedin.com/company/adviceperiod
Jul 2024 - Present
Wealth Advisor
AdvicePeriod
• www.linkedin.com/company/adviceperiod
Mar 2022 - Jul 2024
Senior Analyst
AdvicePeriod
Mar 2021 - Mar 2022
Associate Director
Apexium Financial LP
• www.linkedin.com/company/apexium-financial
• Full-time
Oct 2020 - Mar 2021
New York City Metropolitan Area
Financial Planning Specialist
Altfest Personal Wealth Management
• www.linkedin.com/company/altfestpersonalwealthmanagement
Aug 2018 - Oct 2020
New York City Metropolitan Area
Financial Planning Associate
Altfest Personal Wealth Management
• www.linkedin.com/company/altfestpersonalwealthmanagement
Apr 2018 - Aug 2018
New York City Metropolitan Area
