Seth is a seasoned financial advisor with over 30 years of experience in the financial services industry. With a strong passion for helping his clients achieve their financial goals, Seth has become known as a trustworthy advisor to many individuals and businesses. He takes a personalized approach to financial planning, taking the time to understand his clients' unique circumstances and tailoring his advice to their specific needs. Seth's expertise spans a wide range of financial areas,including investments, retirement planning, tax-efficient strategies, and risk management. He is committed to providing his clients with customized planning strategies and helping them achieve financial security and the peace of mind of knowing that they are prepared for their future.
Seth received his BA in Accounting from Binghamton University and his MBA in Finance and Investments from Baruch College. He is licensed in Health and Life Insurance, maintains his Series 7, 63, 66 Licenses and earned the RICP Designation. He spent seven years as a Financial Services Professional counseling clients around financial protection, accumulation and distribution planning, and has an additional twenty-three years of prior experience as a Bond Market/Portfolio Manager.
With years of experience and certifications under his belt, what emerges from him naturally is an ability to coach. Listening to a client's needs and matching solutions that would be most useful, he is able to leverage his knowledge and experience to their advantage.
Married for nineteen years with two children, he enjoys spending time with his family. In addition, his hobbies include golf, cooking, traveling, home projects and exercise.