Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982. Investment Advice,Retirement Planning Strategies,Protection and Insurance,Estate Planning Strategies,Charitable Giving,Saving for Education Asset Allocation General Financial Planning