I joined Abbondandolo Wealth Management to help our next-generation clients create strategies to achieve all of life’s important milestones. From funding a college education to preparing for retirement, I specialize in creating flexible financial strategies that put our clients on the path to their goals. I especially enjoy helping young professionals and families prepare for the future while building comfortable lifestyles.
I started investing at a young age and became fascinated by the idea of putting money to work. I enjoy the fast-paced nature of our industry and I appreciate the intellectual challenge of helping my clients thrive in uncertain markets. I strongly believe in the power of financial planning to change my clients’ lives for the better and I am proud to play a part in their success. Part of what makes me useful to my clients is my ability to listen well and use technology to help them streamline their finances. I’m always on the lookout for new ways to use technology to simplify my clients’ lives.
I graduated from Florida Gulf Coast University in 2010 with a B.S. in Accounting. In 2016 I graduated from the College at Old Westbury State University of New York with a M.S. in Taxation. In 2016, I also became a licensed CPA in New York and member of the American Institute of Certified Public Accountants. In 2017, I received the Accredited Investment Fiduciary (AIF) designation. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. To better serve my clients I am also preparing to take the Certified Financial Planner examination in July 2022.