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Nochum Wilner, CPA, MST

Nochum Wilner, CPA, MST

Investment Advisory Representative

Nochum assists families and small businesses in minimizing their overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for future generations. He guides families and businesses on tax-efficient approaches for the transfer of family assets and businesses. Also, he helps families promote their philanthropic objectives through planned giving, charitable trusts, and family foundations. Nochum is a Member of MDRT. 

Series 7, Series 66, Life & Health licensed

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H42673