Center Valley, PA 18034
As a Wealth Advisor and planning specialist, my goal is to work with you to develop a customized financial plan that reflects your unique aspirations, values, and risk tolerance. Whether you're looking to grow your wealth, protect your assets, or plan for retirement, I am here to help you navigate the complexities of the financial landscape with confidence and peace of mind.
I consider it a tremendous privilege to meet and serve individuals and families with unique stories and aspirations. It brings me immense joy to be a part of your financial journey, supporting you every step of the way to help you reach your goals.What make me knowledgeable?
I've always been passionate about finance, economics, and helping people. Despite having a B.S. in Biology and working in the biopharmaceutical industry for several years after graduating from West Chester University, my true calling was to serve others along their financial journey.
In 2019, while working full-time as a microbiologist, I decided to pursue a career in financial planning by enrolling in the American College of Financial Services CFP® program. Since then, I have earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and hold the FINRA general securities representative registration with LPL Financial and the Investment Advisor Representative registration through Private Advisor Group.
I feel incredibly blessed and excited to follow my dream of serving others by continuously expanding my knowledge and skills.Getting to know me:
I am filled with an overwhelming sense of gratitude for the honor of sharing my life with my adored wife, Samantha, and our three amazing children, Mira, Hugo, and Mylo. Their presence in my life brings boundless joy and blessings that I am forever grateful for.
During my free time, you’ll find me performing live music at various local venues, passionately cheering for the New York Yankees (sorry Philly fans), or tuning into financial podcasts to stay up to date on the latest macro trends. I also love spoiling our beloved rescue dog, Louie, who fills our lives with boundless happiness and unconditional love.
Being part of the Capital Planning family has been an absolute privilege. Working alongside a talented and dedicated team has been a remarkable experience, and I am deeply grateful for this opportunity. I look ahead to the future with excitement, eagerly anticipating the multitude of possibilities that lie before us.
Capital Planning has served clients for over 25 years.
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Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.
At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.
Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.
Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.
If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.