I approach the lessons by focusing on what the student wants to learn about. Students have distinct wants and needs and the benefit of the class can be diminished if the lessons are not oriented to the students individuality.
I'm a 25 year financial services professional who has been a stock broker, financial advisor, trader, Certified Financial Planner, discretionary portfolio manager, life insurance agent and widely published and recognized subject matter expert. I now share my expertise with you.
Orlowski Financial Media (2008 - present)
Writer, Editor and Investment Analyst for whitepapers, primary research, web content, blogs and direct response copywriting. Clients include Agora Financial, GuruFocus.com, FTSE Russell, Dow Jones, Business Insider, JPMorgan Chase, Betterment Institutional, UBS, Hanlon Investment Management, TD Ameritrade, MetLife, Health IQ, Conversion IR, WealthManagement.com, TheStreet.com, Capitol Information Group, The Motley Fool and Seeking Alpha, et al.
MassMutual Financial Group (February 2014 – February 2017)
Certified Financial Planner
Comprehensive financial planning, wealth management, life insurance and investment strategies, managed money, disability insurance, mutual funds, annuities, retirement income planning and estate planning.
Allstate Financial Services (April 2013 – February 2014)
Exclusive Financial Specialist
HSBC Securities (October 2011 - July 2012)
Vice President/Financial Advisor
New York Life Insurance Company (November 2009- October 2011)
Orlowski Financial Counsel, LLC (November 2008 – March 2010)
President/Portfolio Manager/Trader/Certified Financial Planner
Fidelity Investments (April 1999 - June 2008)
Financial Planning Consultant
Dean, Witter Reynolds, National Discount Brokers, Quick & Reilly (October 1992 - March 1999)
Bachelor of Arts - Business Administration, Stockton University, Pomona, NJ May 1991
Associates in Science - Business Administration, County College of Morris, Randolph, NJ
Current and Previous Licenses, Credentials and Associations
• Certified Financial Planner
• Series 7, 9, 10, 63, 65, and Life and Health Insurance
• National Association of Insurance and Financial Advisors (NAIFA), The Association of Financial Educators
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|at his home||at your home||By webcam|
|1 hour||Not available||$130||$55|
|5 hours||Not available||$600||$275|
|10 hours||Not available||$1170||$550|