About

Get To Know Harvey

Born and raised in Trenton, New Jersey, my family and I have been living in Yardley, Pennsylvania since 1990.  My wife Eva and I have two successful, grown children.  I am a graduate of the Pennington School, American University, and Rutgers University GSM. 

Before becoming a financial advisor I worked in both the public and private sectors as a financial and budget analyst. 

In my life I have been both financially secure and insecure.   I understand the meaning of financial uncertainty.  Every day I work together with my clients and their CPAs and attorneys to plan and achieve their lifestyle aspirations and dreams. Need a recommendation? Just ask.

I work for you, today and tomorrow.

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