With decades of experience, Noah works closely with you and your family to guide the investment and planning process with clarity and care. Over time, he becomes a steady, reliable presence—someone you can count on during both the joyful milestones and life’s hardships. Throughout your financial journey, Noah serves as a calm, steadfast pillar helping you make confident decisions.


Education & Credentials

C.P.A. - Certified Public Accountant (*formerly practicing)
B.S. - International Economics
M.B.A. - Global Entrepreneurship
CFP® - CERTIFIED FINANCIAL PLANNER®

Family Life

Noah was born and raised in Boca Raton and remains deeply connected to the community. He and his wife, Paola, are raising four children—two boys and two girls—surrounded by extended family and lifelong friends. His passions include studying economics, business, and investments; being a dedicated dad; and diving into interests like tennis, swimming, scuba diving, animals, chess, history, brain science, and nutrition. He’s also the founder of a charitable foundation and is always energized by learning something new.

Clara is often the first voice you hear when you call, providing a steady presence to address your needs. By taking the time to know and understand you, she strives to become a trusted point of contact who makes sure you are well taken care of. Clara manages the day-to-day operations helping to ensure your questions are answered, and your requests are resolved quickly and accurately.

Beyond the office environment, Clara is a devoted cat lover who enjoys trivia games and very enthusiastic about sports, particularly football and soccer (a huge Miami Dolphins fan and Ecuador National soccer team). In her free time, she values quality time with her husband and family, often enjoying walks along the beach and practicing yoga to unwind and recharge.

Danny Deckman, CIMA® helps you build thoughtful, customized investment plans. He works with you to translate your financial world into an investment policy framework that is designed to define return targets, risk budget, liquidity needs, time horizon, and tax considerations. He then converts that framework into portfolio construction decisions such as strategic asset allocation, manager or vehicle selection, and an ongoing rebalancing discipline.

Danny spent 20+ years at BlackRock, one of the world’s largest investment managers, where he most recently served as a Director and Investment Management Consultant. His role was to work closely with financial advisors on portfolio design, asset allocation, and investment strategy. This experience can help give you the benefit of a deep institutional perspective paired with practical, real‑world implementation.

Danny holds the Certified Investment Management Analyst (CIMA®) designation, which reflects advanced training in portfolio construction, risk management, and investment analysis. The designation requires rigorous education, testing, and ongoing continuing education, helping ensure advisors stay current in an ever‑changing investment landscape.

Outside of work, Danny enjoys an active life including hiking, biking, golfing, and walking his two dogs. Family is a priority for Danny, and he loves spending time with his wife and children.

Readily available to take your call, Tracey delivers you exceptional service backed by over 26 years of experience in operations and investment support. She’s your go-to resource with a commitment to excellence, attention to detail, and ability to build lasting relationships.

Tracey resides in Boca Raton, Florida, with her husband and two children. Outside of work, she enjoys staying active through workouts, diving into a good book, and cherishing quality time with her family.