AXA

Helping you handle financial challenges

With over 25 years of experience in the Financial Services industry, I have received the following certifications and designations: CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant (REBC) and is a member of the Estate Planning Council of New York City.

I bring a wealth of knowledge to field underwriting and placement of tough life insurance cases for high net worth professionals, executives and business owners. My strategies focus on estate planning, business succession, personal risk management,wealth transfer and retirement needs.

My expertise also extends into the area of employee benefits, including key person insurance, pensions,and retirement planning. I am licensed to provide group life and health insurance, disability income protection, long term care programs as well as mutual funds and annuities.

In addition I have published articles in Life Insurance Selling Magazine, and various newsletters such as Estate Planners Alert, Executive Compensation & Taxation Coordinator as well as Insights & Strategies (Financial & Estate Planning).

As a member of the company's Sterling Group, I have a dedicated service, compliance, and technology support team, which helps facilitate the timely delivery of information and expertise in all areas of business. This enables me to be an even greater resource to clients in helping them achieve their financial objectives.

The Sterling Group is a select group of financial professionals affiliated with AXA Advisors, LLC who are distiguished as having exceedingly high standards of experience, expertise and service in the industry. Of the nearly 7000 career AXA Advisors financial professionals, there are only 450 Sterling Group members.

CFP ™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements

AXA Equitable does not issue health insurance, disability income insurance, group life insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate.


Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

More Newsletters →