Financial Planner
I enjoy helping high net worth individuals plan for retirement and optimize their short and long term investments. My interest in this field started when I taught myself how to day trade. I read everything I could get my hands on, was very successful, and I was hooked! I pursued my MBA at FAU in South Florida and set out to find my dream job.
I’m not your average investor. I specialize in, and have been extremely successful with, high potential option strategies and structured notes. We’ll discuss your risk profile at length. We can be very aggressive or we can build in principle protection to minimize risks. I can also recommend traditional products and investments to round out your portfolio. Every individual has different financial goals, so your portfolio will be built based on your specific needs and goals. We’ll meet periodically to discuss your portfolio and make adjustments, if needed. When I’m not working, I love spending time with my wife Lisa and my baby boy, Brett. I also enjoy golfing and spending time with friends and family.
433 Plaza Real, Suite 351
Boca Raton, FL 33432
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Innovative Wealth Management, LLC and JWC/JWCA are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
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