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Broker Affiliation: Purshe Kaplan Sterling Investments
Languages: English
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Investment Advisory Services offered through Advocacy Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Advocacy Financial and are not affiliated companies. Legal and tax services are not offered through these companies.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.