I am the Founder and CFP® at Amethyst Wealth Planning, where I specialize in fee-based financial planning that uniquely incorporates behavioral finance and the neuroscience of an abundance mindset. I have been in the financial services industry since 2006 and have honed my skills to provide tailored financial strategies that resonate with each client's personal values and beliefs.
I attended Yeshiva University, where I got a BA in Psychology. I then studied at the Swedish Institute for Massage therapy and had a massage therapy practice for 10 years. Through my practice I learned to be client centered and understood the strong connection between body, mind, and spirit.
I am deeply fascinated by the intersection of financial planning, the psychology of money, and fostering an abundance mindset. This passion drives me to connect with people on what truly matters to them, offering wisdom, guidance, and support. I believe that the greatest values I can provide for my clients are empathy, wisdom, and financial know-how. These qualities form the core of my approach to financial advising, allowing me to build meaningful relationships with those I serve.
Outside of my professional life, I find joy in singing with my chorus, the Heschel Notes, exploring urban hiking trails, and leading prayer services for my local synagogue. I reside in Brooklyn with my wife, Malkie, and our three sons, where we embrace the vibrant community and rich culture around us.