Education & Credentials
C.P.A. - Certified Public Accountant
B.S. - International Economics
M.B.A. - Global Entrepreneurship
CFP® - Certified Financial Planner
Alignment with Clients
Noah endeavors to invest his personal money in the same strategies as his clients. He feels it’s important to be aligned financially and emotionally as they experience the financial and psychological challenges of wealth and investing in the markets.
Noah was born in Boca Raton and is deeply rooted in this community. He and his wife Paola both attended Spanish River High where Noah fell in love (the luckiest day of his life). They have 4 children - 2 boys and 2 girls. Noah’s parents come to the house every Tuesday, Paola’s come every Saturday. With many aunts, uncles, cousins and life-long friends, he is fortunate to have a large, local loving family.
Wealth Management – Wells Fargo Advisors, UBS, Oppenheimer & Co.
Accounting – Ernst & Young, CBIZ.
During his schooling years – started at Publix at 14, Papa Johns, Macy’s, Chili’s, and others to learn the value of hard work.
Studying economics, business and investments. Playing tennis, scuba diving, animal encounters, chess, history, brain science, food nutrition, motivational speaking engagements, watching football and basketball.
Building his charitable foundation.
Being a Dad.