Company: UBS Financial Services Inc.
Position: First Vice President, Certified Financial Planner Professional(tm), CEPA
We truly want to make a difference in our clients' lives by helping them to reach their goals. We orchestrate the affairs of high net worth individuals and families who are concerned about tax strategies and legacy planning, as well as aiding families with special needs children who are looking to navigate their financial responsibilities. With over 30 years on the business, I like to say that I simplify the complexities of money and investing.
Business Category: Finance Insurance & Real Estate