Joins Fall Panel Event
Success in Consulting!
I am an Independent Investment Advisor specializing in custom design and maintenance of long-term investment portfolios, primarily for those enjoying, approaching, or planning for retirement. Prior to founding Fox Financial Services, Inc. in 1993, I worked as a branch manager for the Kraft Foods Federal Credit Union where I counseled and advised members on all aspects of personal financial planning ranging from investment portfolio design to credit management.
I have been a licensed Certified Financial Planner (CFP) since 1992. I am a member of the Greater Hudson Valley Financial Planning Association (FPA) and periodically conduct seminars in the metro New York and tri-state area on a wide range of investment and retirement planning topics.
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