Rochester Financial Services

Rochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $250 million. I am a CFP licensed practitioner, a Registered Investment Advisor with the US Securities & Exchange Commission, and have been recognized as a Bloomberg Top Wealth Manager and a Rochester Business Journal Top 25 Money Manager.  I have been quoted in the Wall St. Journal, Business Week, Smart Money, the New York Times, and Newsweek.