Citi Personal Wealth Management helps you connect future aspirations and present needs.
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
As a Citi Personal Wealth Management Wealth Advisor, I focus on building long- term relationships and serving clients at a level second to none. I provide retirement/financial planning, insurance/estate planning, education planning, and much more.
One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. By working together with a Wealth Relationship Manager, I ensure my clients get access to banking and lending services, unlocking the true value they deserve.
I have been with Citigroup since 2010. I have Bachelor’s degrees in Business Finance and Accounting from C.U.N.Y. Staten Island and graduated from two executive programs at Wharton School of Business. I hold Series 7, 66, NY and NJ Life, Accident, and Health Insurance Licenses.
I am an avid health and fitness enthusiast. I currently reside in Staten Island, NY, with my wife and two young sons.