Neil's clients rely on his experience in the financial and insurance industries, as well as his insights as a business owner / operator, to help guide and educate them as they pursue their own business and family financial goals. He strives to exceed client's expectations by providing them with individually tailored wealth management strategies to help them navigate their path towards financial well-being.
With his earned registrations, Series 6, 7 and 63 held with LPL Financial and Series 65 held with Wealthcare Advisory Partners, LLC as well as his Life, Health, Long Term Care and Disability insurance license, Neil is able to implement a custom financial plan that is specific to each of his client's needs. His Chartered Financial Consultant (ChFC®) designation provides the basis for his Financial Planning process.
To reach as many families as possible, Neil specializes in implementing and managing company qualified and non-qualified retirement plans. Building family wealth typically starts in our working years and whether you are the owner or the employee, there is an obligation to build up assets and implement strategies to preserve our families future. Neil holds the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Specialist (CRPS®) designations to show business owners his dedication in their pursuit of impactful stewardship.
Neil attended Germantown Academy and Villanova University in the Philadelphia area. His outside endeavors include competitive golf where he is the former Philadelphia Mid-Amateur champion in the city. He has also won club championships at Doylestown C.C. and Five Ponds Golf Club. Neil also teaches golf at the "First Tee of Philadelphia" where 7 to 16 year olds learn to play and build core interpersonal values. Neil is also a board member for the Israeli Guide Dog School for the Blind Foundation. He lives with his wife Fann and daughter Aviva in Bucks County, Pennsylvania.
CRPS conferred by College for Financial Planning.