Position:
Co-Founder & Partner at Envision Wealth Advisors, LLC, Founder & President at Delta Psychological Associates
Location:
Greater Philadelphia Area
Industry:
Health, Wellness and Fitness
Work:
Envision Wealth Advisors, LLC
since Jun 2004
-
Co-Founder & Partner
Delta Psychological Associates
since Jun 1984
-
Founder & President
Global Asset Management
Jan 2010 - Dec 2011
-
Consultant
Merchantville Counselling and Psychological
Jan 1993 - Jan 2003
-
Senior Psychologist
Dissociative Disorders Margolis & Assoc
Jan 1993 - Jan 1997
-
Supervision Group
Mont Mediation Group
Jan 1993 - Jan 1997
-
Peer Supervision, Mediation Bux
Peer Supervision Group
Jan 1986 - Jan 1994
-
Mediator
Creative Dimension in Management
Jun 1987 - Apr 1989
-
Consulting Psychologist
Acorn Psychmanagement
Apr 1985 - Jun 1986
-
Consulting Psychologist
DeLaSalle in Towne
Jun 1983 - May 1986
-
Educational Psychologist
Education:
American College for Financial Planning 2010 - 2011
Chartered Financial Consultant, Financial Planning and Services
Temple University 1984 - 1992
Ph.D., Psychoeducational Processes, Organizational Psychology
University of Chicago 1976 - 1977
M.A., Social Science
LaSalle University 1970 - 1974
Bachelor of Arts, Psychology, Foreign Languages
Interests:
Combining psychology with financial planning in a non-traditional manner that redefines wealth.