In 2006, I founded ATO Capital with more than 25 years of experience in personal and business financial planning. I earned my Master of Business Administration degree in Accounting from the State University of New York in Buffalo in 1994 and became a Certified Public Accountant (CPA) in the state of New York and Investment Advisor Representative. I often speak to local groups and organizations, including the NYPD executives, EvaAirline Corporation (New York Branch), and the New Jersey Association of Women Business Owners (Bergen County, New Jersey Chapter).
Why should you choose me as your advisor?
Extensive Experiences - I have extensive experience working with attorneys, physicians and other professionals, small business owners as well as other high net worth individuals, people who are serious about reaching their financial goals, not gambling in the stock market.
Pro-active Approach - While diversification and asset allocation strategies do not assure profit or protect against loss, a pro-active approach helps clients be aware of market fluctuations.
Dedicated Monitoring - To successfully assist you in reaching your goals I will take every opportunity to make sure you're on track. This doesn't mean constant calls to sell you products but to make sure my advice meshes with your needs.
Personal Service - You won't have to deal with a call center or being passed to various individuals to repeat yourself. Life brings many surprises, some good some not. While good planning is essential it's important that we react quickly to surprises that sometimes come our way.
No amount of written information can ever make you feel completely comfortable without meeting with the person you plan to trust with your financial future. May I suggest you call me for an appointment? No obligation, it really is the best way to help you make a decision!