I have been a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Institute of Certified Financial Planners (ICFP), now The Financial Planning Association, since 1984. As of 2021, I am now a CERTIFIED FINANCIAL PLANNER® Emeritus. I was co-founder and vice president of the Princeton Area ICFP 1985 - 86; President 1986-88 and Chairperson of the Board 1988-90 and was the Chairperson of the New Jersey Association of the ICFP in 1989 and was a board member of the Tri-County Estate Planning Council from 1989-94. Currently I am a member of The Financial Planning Association of New Jersey and a member of the Princeton New Jersey Trust and Estate Study Group.
I was on the Editorial Review Board of the Journal of Financial Planning Magazine from 1996 to 2000. The Journal is a national publication for Certified Financial Planning professionals. Worth Magazine selected me in 1997 and 1998 as one of the top financial advisors in the United States. I have been widely quoted in various newspapers including the New York Times, Money Magazine and Spirit Magazine and appeared on CNBC-TV’s Power Lunch with Bill Griffith and Fox News Channel on Money with Gail Buckner, CFP®.
I have been a frequent speaker at national financial planning conferences and for The Financial Planning Association of New Jersey and has presented financial planning seminars for various colleges and Fortune 500 companies across the United States and am the founder of Brighton Financial Planning, Inc.
I also serve as a committee member on the Residents’ Committee of New Hampton, New Jersey, an historic preservation group. Finally, I am an avid woodworker and am a member of the Society of American Period Furniture Makers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™
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