Vanderbilt Financial Group
◆ As an accomplished CFP® Professional, I focus on comprehensive financial planning and portfolio advisory services for families, businesses and professionals throughout the country.
◆ As a fiduciary-which means i’m legally obligated to do what’s in my clients best interest, clients receive truly independent and unbiased advice in all areas of finance- from investments to insurance.
◆ My mission is to improve the lives of clients, colleagues, and peers through sound financial advice, integrity, and a commitment to exceptional service.
◆ Specialties: Financial Planning Services, Portfolio Advisory Services, Tax Minimization Strategies, Estate Conservation, and Asset Protection.
◆ Credentials: The CFP® certification has become the recognized standard of excellence for personal financial planning. Rigorous testing in a wide range of topic areas, experience requirements and strict ongoing ethical conduct are necessary to obtain and hold the CFP® certification mark. Additional Licenses: Series 7, 66 as well as New York State life and health insurance licenses.
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Listing Title: Vanderbilt Financial Group