Mr. Schlossberg, CFP® and president takes a personalized approach by developing, implementing, and monitoring financial strategies that meet the different needs of each client. He is always willing to challenge conventional wisdom by thinking outside the box when it comes to investing and preserving wealth.
Mr. Schlossberg holds a B.S. in Finance and Risk Management from the University of Wisconsin, Madison. He holds the Series 7 and Series 66 Licenses, which makes him a fiduciary to his clients. Mr. Schlossberg’s continued commitment to education ensures that he is current with financial planning news, information, and trends.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.