With a distinguished career spanning over 36 years, Roy has dedicated himself to upholding unwavering standards of integrity and professionalism. Roy’s specialization focuses on using unique strategies in guiding high-net-worth individuals, business owners, and other professionals, through the intricacies of investment, estate, and retirement planning. His mission is to offer tangible, verifiable, tailor-made solutions that empower his clients to make smart decisions with their money in order to attain their distinctive financial objectives. Roy’s ultimate aim is to help clients unlock their full financial potential, ensuring they enjoy ample income during their retirement years and leave a lasting legacy for their heirs. When it comes to safeguarding his client’s family, lifestyle, and assets, success is the only option.
Roy’s qualifications include:
- Over 36 years of experience as a Registered Representative
- Graduate of the Financial Planner Program at Long Island University, C.W. Post
- CFP® - Certified Financial Planner
- Graduate of the American College of Financial Services, Bryn Mawr, PA
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- Membership in FINSECA