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wkbird

wkbird
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ABOUT
I am a Financial Advisor with DeLorenzo Financial Planning Associates in Newburgh, NY.

Previously, I was Branch Manager for a Scottrade branch office working with self directed investors. I have a passion for personal finance and investment management which led me to pursue a change in focus. During my time working with self directed investors I saw the mistakes the average person makes managing their own investments. I know that I can provide value and education to help my clients achieve whatever they want.

I love Golf. Let me say that again...I am an obsessed Golfaholic. One of these days I'm going to hit The Masters ticket lottery.

***Securities offered through LPL Financial
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SNAPSHOT
  • Description: Licensed Securities Broker. Trading frequency: Infrequent
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Foreign stocks, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
COMPANY
DeLorenzo Financial Planning Associates I am a Financial Advisor with DeLorenzo Financial Planning Associates in Newburgh, NY. Previously, I was Branch Manager for a Scottrade branch office working with self directed investors. I have a passion for personal finance and investment management which led me to pursue a change in focus. During my time ...More
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