Lionheart Financial LLC

Lionheart Financial LLC Insurance and Financial Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 420 Lexington Avenue, Fl 15th New York, NY 10170 (646) 227-0000

Neither Lionheart Financial LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lionheart Financial LLCis not owned or operated by New York Life Insurance Company or its affiliates.

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider th...
06/03/2026

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider their reliance on traditional diversification strategies and rethink how they manage risk in portfolios. Learn more in this week's : https://bit.ly/4uamu2j

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K...
06/02/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/3Shcbw3

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic...
06/01/2026

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. Take a look: https://bit.ly/4u9tegS

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic...
06/01/2026

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. Take a look: https://bit.ly/3RJ0xtJ

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
06/01/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

06/01/2026
Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/01/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4u412w1

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

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420 Lexington Avenue, Fl 15th
New York, NY
10170

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