Achieving financial stability can be challenging, time-consuming, and difficult. It's important to have a relationship with a financial advisor who is as passionate about your dreams as you are. Someone who will take the time to get to know you – not as just another client, but someone who connects with you. At Saul Wealth Advisors, we build long-term relationships by working one-on-one with you to help discover, define and achieve your personal goals.
My commitment is to serve as your advocate; and to provide you with education, sensible solutions and straightforward answers on questions surrounding Investment management, Asset allocation and rebalancing, Retirement fund accumulation and withdrawal strategies, Wealth accumulation and preservation, Tax minimization strategies*,
Estate planning, Long-Term Care insurance, and Life insurance.
In order to better serve my clients and community, I hold the title of CERTIFIED FINANCIAL PLANNER™ Professional, and have earned the Chartered Financial Consultant® (ChFC®) and Life Underwriter Training Council Fellow (LUTCF®). I am currently a member of NAIFA, The National Association of Insurance and Financial Advisors as well as FPA, the Financial Planning Association. In 2010, I was recognized as the New England Wealth Strategies New Organization Producer of the Year and the recipient of the New England Wealth Strategies Rookie of the Year Award.
I am an active member of the West Orange Rotary Club, in my hometown. As an avid golfer, I am heavily involved in the New Jersey State Golf Association’s Caddie Scholarship Fund, where I sit on the Alumni Association Committee. I am also a member of the New York Athletic Club (NYAC) and play on the men’s ice hockey team. I hold a Bachelors degree with honors from Pace University’s Lubin School of Business, where I am invited semi-annually as a guest speaker on various topics. I currently reside in Manhattan, NY.