The
Rabbi
The Rabbi is a renowned financial expert with extensive experience in financial planning, portfolio management for high net worth individuals, and tax and estate planning.
My career is marked by leadership roles such as CFO and Director of Finance, where I have excelled in guiding financial strategies and operational planning. In particular, my experience extends to business consulting for entrepreneurial companies, combining astute financial knowledge with strategic business acumen.
Strategic leadership vision
Decades of tax mastery: shaping financial futures with expertise and precision.
Decades of experience: Over 30 years of specialized work in taxes and tax laws in the US.
Extensive client satisfaction: A proven track record of success, with hundreds of clients expressing satisfaction with our tax return consulting services.
Distinguished education: Holds a Bachelor of Science from the University of Illinois, Champaign, and a Juris Doctor from Loyola University of Chicago, underlining a solid foundation in both financial and legal disciplines.
Leadership and strategic insight: Experience in key leadership roles such as CFO and Director of Finance, showcasing a capacity to guide financial strategies and operational planning for businesses of all sizes.
Unlock your path to paying less and keeping more, today.
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Text us: +1 (773) 848-2914
