As an Executive Director and Financial Advisor at Manhattan West, I specialize in providing guidance in wealth management to a diverse range of clients. My focus is primarily on families, individuals, business owners, executives, and institutions. As a holder of the CFP (CERTIFIED FINANCIAL PLANNER ) designation, I skillfully lead clients through critical financial planning topics such as retirement planning, tax strategies, estate planning, charitable giving, insurance solutions, and investment management. I begin the process by asking the right questions and uncovering each client's unique goals, understanding their risk tolerance and financial priorities. I take advantage of opportunities along the way and offer comprehensive, objective advice to help clients organize their lives eff...