Personal Information
Organization / Workplace
Washington, D.C. / Washington, D.C. metro area, MD United States
Occupation
Investment Advisor, Financial Advisor, Porfolio Risk Management, Pensions Investments, Wealth Management, Adjunct Professor
Industry
Finance / Banking / Insurance
Website
About
Quantum Financial Advisors (QFA)
is a boutique financial services firm
with an exceptional fifteen-year
track record. Our customized
programs are designed to grow,
protect and preserve clients’ wealth
by delivering an unprecedented
level of personalized service and
expertise. The cornerstone of our
investment strategy is asset
allocation, sector rotation, and
utilizing portfolio insurance to
protect principal and generate extra
income. Our strategies are ideal for
the everyday investor, especially
during these challenging economic
times, and are sought-after as a
potential solution for reducing
negative funding gaps that plague
many states’ pension plans.