Qualifications

We've been working with individuals, businesses, and institutions for over two decades

Our associates average over twenty years experience 

Professional designations held by various team members include:

• CPA | Certified Public Accountant
• CFA | Chartered Financial Analyst
• PFS | Personal Financial Specialist
• CLU | Chartered Life Underwriter
• ChFC | Chartered Financial Consultant
• REBC | Registered Employee Benefits Consultant
• CLTC | Certification in Long-Term Care
• CFS | Certified Financial Specialist

As a team, we hold the requisite registrations and licenses to represent and provide a variety of insurance and investment solutions

We offer on-site Notary Public services

Professional Wealth Associates maintains relationships with a variety of other professionals including attorneys, accountants, and other specialized disciplines for client referrals as indicated

Over the years, our experience and qualifications have enabled us to develop relationships and work closely with several teacher's unions as it relates to their defined contribution retirement savings plans.  We've also helped and continue to work with members in terms of their options at retirement for maximizing pension payouts, roll over opportunities, and insurance planning.

Additionally, having developed an extensive knowledge and understanding of the options available, we work with many members of the NYPD and FDNY approaching and entering retirement by developing financial plans that maximize income while minimizing taxes, preserving wealth, and ensuring their loved ones are taken care of.