Trained as a clinical psychologist and psychoanalyst to help clients overcome self-defeating patterns and reroute a pathway toward success. My book, “Illusion and Disillusionment” serves as a model for examining clients’ illusions vs. reality in their approach to investing in the stock market. My goal is to develop avenues that enhance the client- financial advisor relationship.
I also have developed a program called Bear Market Issues and Solutions designed to assist financial advisors and wealth managers to deal with crises that emerge during stormy market conditions. I have consulted with wealth management and brokerage firms around issues in communicating and connecting with their clients. My purpose is to provide investors and managers with more productive and effective skills in achieving financial success.
I maintain offices in New York City and New Jersey.
Financial Counseling and Psychotherapy consultation to wealth management and brokerage firms and their clients
Ph.D., Boston University
American Psychological Association
American Group Therapy Association
Financial Therapy Association
NJ Psychological Association
Post Graduate Psychoanalytic Society
NJ Center for Psychotherapy and Psychoanalysis
Investigating client satisfactions and dissatisfactions and enhancing the client- financial advisor relationship