About Us

Excellence. Experience. Expertise.

Let’s be honest. You have a lot of choice for your wealth management.

Let’s be more honest. That’s not because there are a lot of financial advisors out there with your well-being in mind. It’s because it’s easy for financial institutions to tack “advisors” onto their list of services.

We’re not saying that’s a bad thing. It’s good to have choice. But it can put you, your livelihood, your future, even your family’s future in the hands of an anonymous voice in a call center. Generalists on the other end of an 800 number. Strangers who know your account number but not who you’re accounting for with your financial planning.

At ProActive Planning Partners, we partner with business owners and leaders. Moms and Dads. The young entrepreneur and the grandparent planning her estate. Our commitment is to you and your family, your journey through life, and the path you’re paving for the people around you. Next to you. Behind you.

We’re experienced experts specializing in crafting custom financial services that take care of people in your company or in your family. We’re committed to the care and cultivation of your life and legacy.


Let’s talk about the journey you’re on, the milestones ahead, and what the view from the top could look like.



CEO & Chief Investment Officer

My core professional and personal values are centered around making a difference in people’s lives.

This passion and drive come from understanding the sacrifices my parents made to provide me every opportunity to have a better life. Both of my parents were first-generation Americans. As a child, my father and his five brothers and two sisters worked as migrant workers who traveled from the South Texas Valley to California and Wisconsin to pick fruits and vegetables to earn money for their family. It did not take long to realize that success and failure don’t come from just luck or excuses. It comes from determination and realization that I control my future. 

Before co-founding Proactive Planning Partners, I was the Chief Investment Officer of an NYC based wealth management firm, creating and implementing an investment platform and investment policy statement to better serve our clients. I was a founding partner of a successful Capital Markets Institutional Sales and Trading group that delivered complex fixed income analytics to hedge funds and financial advisors. I have over 25 years of experience as an investor, entrepreneur, and industry leader in the institutional fixed income space. 

I consider myself a passionate leader who has been successful in some of our time’s worst financial markets.



Co-Founder & Managing Partner

My passion derives from my core values and legacy that my grandparents pass down through generations in my family to me: the greatest asset is not simply knowledge, but a heart full of love, an ear ready to listen and a hand willing to help others.

Immigrating from the small island in the Mediterranean Sea, Malta, my grandfather started his own manufacturing company in Long Island, NY which he passed down to 3 of his 5 sons. Seeing the sacrifices made to run a successful bussines, the importance of family, friends and community, and the impact his effots had on the employees cultivated my passion to want to make a difference in peoples lives. I do this every day working with people to understand their goals developing financial plans to achieve them.

I co-founded ProActive Planning Partners to help companies customize their corporate benefits packages to align with their values and goals. I am an Accredited Investment Fiduciary, AIF®, for corporate retirement plans which focuses on improving client services. I have experience working with well-known celebrities and mom & pop businesses and everything in between. 



Investment Strategist

“Always do the right thing.” Those words that my late father-in-law lived by echo throughout my life in everything I do. Not only in business, but I believe we’re all here to help our fellow neighbors.

I’m an investment professional with more than fifteen years of industry experience in fundamental equity analysis and business development. I joined Proactive Planning Partners as an Investment Strategist in 2018. Previously, I was a Senior Equity Analyst at Voya Investment Management in New York City whereI led and managed fundamental stock selection in the Global Healthcare sector across multiple strategies with $45 Billion in total assets. I earned my Bachelor of Science in Finance from Rutgers University and am a CFA® Charterholder.

What is the AIF® Designation?

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

 The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

 Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.

ProActive Planning Partners is an independent Investment Advisory firm in New York committed to your well-being. We provide customized wealth management and financial planning services for clients in all phases of life.

© ProActive Planning Partners. Advisory Services offered through Fortitude Advisory Group, LLC

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(347) 537-6001