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For more than a decade, I've helped my clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. But while servicing the needs of my diverse book of business, I noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, my peers. So while everyone else was chasing old money to invest, I started finding young people to invest in.
With a passion to improve the financial lives of those around me, I founded Bone Fide Wealth, a firm dedicated to providing both effective and relatable advice to the city’s hardest working young professionals. Through my personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, I share a perspective that very few financial advisors in the industry can. I draw upon the real life examples of my firm’s clients, offering financial solutions that are as creative as they are practical.
To financially educate and empower Millennials, I speak across New York City, including engagements at New York University, Fordham University and The King’s College and partner with organizations like Experian, SoFi and CommonBond.