Harvey Koenig, CLU
Certified Financial Planner
Harvey is a Certified Financial Planner and Chartered Life Underwriter who has been in the financial services industry for more than 20 years. Harvey became a planner after owning and operating several successful businesses.
A Brooklyn native, Harvey attended Syracuse and New York Universities.
Harvey and his wife, Carole, have two children. In his free time, Harvey enjoys playing racquetball and golfing. Harvey was also a trustee of his synagogue and now serves on its finance committee.