From a young age, I was drawn to the world of finance, fueled by a passion for helping people navigate significant life decisions. Witnessing the transformative power of sound financial planning inspired me to become a guide who demystifies complex financial concepts, making them approachable and even exciting. Whether it's securing a family's future, building wealth, or safeguarding a business, I am dedicated to empowering individuals with the confidence to shape their financial destinies.
My career began at Alliance Bernstein in 2016, where I delved into the intricacies of wealth management at a global asset management firm. This experience paved the way for my transition to Edward Jones in 2019, where I worked closely with families and businesses in Long Beach, NY, and Rockaway Beach, NY, helping them work toward their financial goals. In 2023, I joined Equitable Advisors to leverage advanced planning strategies and technology solutions, establishing Coastal Wealth NY to extend our expertise to individuals, families, and businesses in the Tri-State area.
Building genuine relationships with my clients goes beyond the traditional advisor-client dynamic; it's about forming friendships based on trust, honesty, and care. My role transcends crafting financial plans—I'm a lifelong partner in my clients' journeys, celebrating successes and offering guidance through challenges. Like a true friend, I listen without judgment, offer honest advice, and prioritize their best interests. I strive to make financial planning approachable, ensuring clients feel comfortable asking questions and making decisions with confidence. Ultimately, my work is about people, relationships, and helping clients build a future they are excited about.
Growing up in Long Beach, I experienced firsthand the impact of natural disasters on a community. A hurricane during my college years reshaped our economic landscape, highlighting the importance of financial planning. With rising property values, increased insurance costs, and a higher cost of living, many families faced challenges. This reinforced my belief that financial planning is crucial for navigating unexpected changes, offering security and flexibility to adapt and thrive.
Family is central to my approach as a financial planner. My wife, Katy, our newborn son, Liam, and our dog enrich my understanding of financial responsibility, long-term planning, and the need for security. I relate to the real-life challenges of balancing expenses, saving for the future, protecting loved ones, and fostering empathy for my clients.
Outside of work, I'm actively involved in the Long Beach Polar Bear Club. My family founded a nonprofit organization that supports the Make-A-Wish Foundation. Every Super Bowl Sunday, thousands gather in Long Beach for a plunge into the Atlantic, raising funds for children with life-threatening illnesses. Since its inception, our organization has raised over $8 million and granted more than 1,500 wishes, a testament to the power of community and compassion.