Alfred originally started out in the industry as a CPA in 1981. The personal approach to financial planning was what led him to become CFP certified in 1990. Since then he has grown his practice to over 600 clients across the United States.
Alfred is well versed in identifying client’s goals and objectives; thereafter planning effective strategies to pursue both short and long term financial successes. Specializing in estate planning and investment strategies, his practice tailors consultations to address each and every client’s specific needs while building long term business relationships.
Alfred earned a bachelors degree from the Lubin School of Business at Pace University in New York City. He has two adult children and resides with his wife in Garden City, NY.