I work at Safrin Associates.
I work with our clients.
I work for my family.
“Instilling confidence and security through financial knowledge and strategies that really work” is my primary objective as the financial and insurance professional for my clients and as operations manager & financial strategist at Safrin Associates. With a passion, I strive to help my clients find the safest and most efficient path to move steadfastly towards achieving and maintaining optimal financial balance, at all levels.
My multinational background has equipped me well to adapt a professional approach that suits the styles of various cultures and personalities. Having held positions in assorted industries, offering years of progressive experience developing and implementing consultative sales & client service strategies, I am sensitive to the needs of different markets.
Insurance and Securities licensed, my experience in the financial services industry spans roles in the both the agency environment and in corporate headquarters. These roles include being in the field as a financial representative for my own clients, supporting and training positions in case strategy, analysis & design for other field agents, managerial positions in charge of the brokerage department, case manager & strategist for select, elite producers, and projects & operations management at multiple levels.
Estate and Business Succession Planning
Life, Disability Income and Long Term Care Insurance
Wealth Maximization Strategies
Executive Benefits Planning
Group and Individual Retirement Planning (Accumulation & Distribution)
Group and Individual Health Insurance
Investment management and allocation
When not engrossed in improving the financial lives of our clients, I am an avid martial arts practitioner & instructor, an enthusiastic amateur photographer and an active member & volunteer for various causes in my community. Biblical archaeology and current affairs are of great interest to me, except during Hockey and Rugby seasons... :-) The drive and source of energy that keeps me happily doing what I do are my amazing wife and two loving children (and cutest black Lab).
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian