Nochum Wilner, CPA, MST
Investment Advisory Representative
Nochum assists families and small businesses to minimize 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 transfer of family assets and businesses, and 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