I'm delighted to introduce myself as Randy, a seasoned Wealth Advisor, Portfolio Manager, and the proud Founder of Park Avenue Financial Advisors. With over three decades of experience in the financial industry, I have developed a genuine enthusiasm for helping individuals and businesses navigate the complexities of the financial planning process.
My journey began in the early 1980s when I ventured into the field as a pension consultant and attorney for esteemed organizations such as Consulting Actuaries International, Inc. and Companion Life Insurance Company. This early exposure allowed me to refine my skills and gain invaluable insights. Later, I had the privilege of serving as the Director of Financial Planning and a founding member of Fifth Avenue Financial Group in the bustling metropolis of New York City. Following this, I took on the role of Vice President of Sales and Marketing at Mutual Benefit Financial Services Company. However, in 1991, I decided to embark on a new chapter in my career by establishing my own financial advisory firm, Park Avenue Financial Advisors, LLC.
Academically, I hold a B.A. in both Communications and Psychology, graduating Magna Cum Laude from the esteemed State University of New York at Albany. Additionally, I possess a Juris Doctor Degree from the State University of New York at Buffalo and have been an attorney since my admission to the New York Bar in 1979. In terms of professional credentials, I am equipped with a Juris Doctor Degree, along with Series 7 and Series 63 registrations, and hold a New York Life & Health Insurance License.
Beyond my professional endeavors, I am a dedicated family man who treasures quality time with my beloved wife, children, and grandchildren. They bring immense joy and fulfillment to my life. When I'm not assisting clients or spending time with my loved ones, I nurture my adventurous spirit. Traveling the world, immersing myself in diverse cultures, savoring picturesque scenery, and exploring culinary delights invigorate my soul.
Continuing my journey as a Wealth Advisor and Portfolio Manager, I am driven by my genuine enthusiasm for financial markets and my commitment to educating younger generations. Helping businesses and individuals demystify the financial planning process by advising and educating my clients is a true passion of mine.
With an extensive wealth of experience, an unwavering dedication, and an unyielding commitment to lifelong learning, I am truly honored to serve our esteemed clients in pursuing their financial goals.
Erica has served the financial services industry for nearly twenty years. As a financial advisor, she has a passion for helping her clients build a sound financial foundation and pursue financial freedom.
Since joining the industry, Erica has obtained her Series 7 and 66 registrations, and she is also licensed in the state of New York for Life and Health Insurance. She has achieved her Chartered Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning and graduated from Binghamton University with a bachelor's degree in Economics.
Erica is compassionate and relates to you on a personal level – not just as a financial advisor, but as an advocate and friend. She understands financial planning is long-term and will partner with you throughout your financial journey. With a focus on behavioral finance, Erica’s approach is designed to encourage you to take control of your financial life so that you can make informed decisions and are prepared for life’s expected and unexpected transitions. Through a thought-out process of trust and accountability, she works closely with you to help you understand the benefits of investing and utilizing money as a tool to fulfill your goals.
Away from the office, you can find Erica traveling, practicing yoga, and spending time with her niece, Bethany.