ABOUT ME:
I am the Founder and Managing Member of Unlimited Financial Services LLC (“Unlimited”). I am a licensed Certified Public Accountant, Certified Financial Planner® professional, Stock Broker, Investment Advisor Representative, and Life & Health Insurance producer that provides Accounting, Tax, Consulting and Financial Planning services to a variety of clients, which include individuals, small and medium-sized businesses, large corporations, municipalities and non-profit organizations. We work primarily with middle-income and affluent clientele, and where applicable, provide pro bono services to low-income constituents via non-profit partnerships and our firm’s commitment to community service.
I have a BA degree in economics and an MBA in finance, with a concentration in accounting, from New York University. In addition, I have a Masters of Science in Taxation degree from Rutgers Business School. I also have over 21 years of experience working at a top Accounting firm, Investment Management company and Hedge Fund in the world (Deloitte, BlackRock and S.A.C. Capital Advisors, LLC).
I am a married father of a beautiful and brilliant daughter. I love to read, exercise, listen to True Crime podcasts, watch Anime and Sci Fi movies and am a die hard Pittsburgh Steelers fan. As an athlete and member of a team, I competed as a starting varsity fencer in high school and college. I love to cook and visit all types of restaurants. I am passionate about Education in the US, Economic issues surrounding poverty and income inequality, Social Justice issues surrounding criminal justice reform, and Financial Literacy as a life skill for all children and young adults.
ABOUT PROBLEM SOLVED:
What this blog is about. I plan to write about many topics that I am passionate about – Personal Finance, Investment Theory, Tax, Economics (and how domestic and international political forces may influence it and vice versa), Education, Food and a hodgepodge of items surrounding life, marriage, parenthood, and various experiences in New Jersey, etc.
What this blog is NOT about. This blog does not make investment recommendations, financial product endorsements, or financial planning recommendations. In addition, when discussed, none of my tax-related commentaries are considered tax advice. This is an informal discussion and is being shared with you for your reading enjoyment and to possibly spark curiosity and interest in the topics discussed. I am hopeful that my posts provide good nuggets of information, as well as provide sources for you to explore for your own growth.
If you have feedback or comments, feel free to chat with me on Twitter at @ufsguy.
You can check out any Financial Professional’s background on FINRA’s BrokerCheck site. Click HERE.
MEDIA INQUIRIES:
I have contributed to a few local news publications (e.g., NJ.com’s “Ask the Experts”) and appeared on some independent web talk shows. I would love to provide expert information and commentary on various personal financial, tax planning and business consulting topics. Please feel free to contact me at the contact information on this blog.
I also do presentations, participate in conference roundtables and provide professional development training. Please feel free to contact me.
Also, like us on Facebook HERE.