About Me

Please read about me, what I do and how I work with clients.  Please let me know if you have any questions.


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Welcome to the part of my site where I tell you about me, what I do, what I've done, and the qualifications and credentials I have earned.

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CFIG Wealth Management, LLC  •  PO Box 352  •  Westport, Connecticut 06881-0352 USA


Copyright 1991-2011 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 1700 Bedford Street, Suite 203, Stamford, CT 06905.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 1700 Bedford Street, Suite 203, Stamford, CT 06905.