Top Certified Financial Planners in Greater New York City Area
David Tolkin, CFP®
Executive
Greater New York City Area
Executive
Certified Financial Planner using The Living Balance Sheet
Certified Financial Planner
Entrepreneur
President
University of Wisconsin-Madison
LIU Post
World Trade Institute
George W. Hewlett High School
Favorite Films
Quotes
Recommendations: 3
Entrepreneurship
Leadership
Account Management
Finance
Customer Service
Strategic Planning
Small Business
Financial Analysis
p****[email protected]
Wayne Mack, CFP®, CWS®
President
Greater New York City Area
President
Certified Financial Planner™
Wealth Manager
Product Development Manager
Sr. Product Specialist
Education Director
Spring Forum Committee Member
Vice President/Financial Planner
Account Representative
Store Manager
General Manager
Financial Representative
Account Executive
Cannon Financial Institute
Long Island University
Binghamton University
Recommendations: 2
Wealth Management
Series 7
Mutual Funds
Strategic Financial Planning
Wealth
Securities
Investment Advisory
Retirement Planning
w****[email protected]
Stuart Ashwood
Portfolio Manager
Greater New York City Area
Portfolio Manager
Associate Account Manager
Assistant Golf Professional
Assistant to Certified Financial Planner
Belmont University
Belmont University
University of Louisville
Moulton Secondary
Recommendations: 2
Financial Analysis
Financial Reporting
Cooking
Golf
Organization
Portfolio Management
Asset Management
Accounting
s****[email protected]
Lauren Furst, CFP
Certified Financial Planner
Greater New York City Area
Certified Financial Planner
Financial Advisor
Securities Analyst
Hofstra University
University of Chicago
Recommendations: 1
Retirement Planning
Asset Allocation
College Planning
Debt Management
Financial Advisory...
Insurance Review
Socially Responsible...
Estate Planning
p****[email protected]
1****[email protected]
Bryan Kuderna
Certified Financial Planner™
Greater New York City Area
Certified Financial Planner™
Certified Financial Planner™
Senior Lifeguard
Ocean Township High School
The College of New Jersey
University of Economics in Prague
University of Tampa - John H. Sykes College of Business
Recommendations: 1
Disability Insurance
Long Term Care Insurance
Life Insurance
Retirement Planning
Estate Planning
Fixed Annuities
Key Person Insurance
Financial Planners
b****[email protected]
b****[email protected]
Marlena Sonn, CFP(r)
President and Founder
Greater New York City Area
President and Founder
Certified Financial Planner(TM)
Client Service Associate
Recommendations: 0
m****[email protected]
Anna Carlucci
Consultant Services
Greater New York City Area
Consultant Services
Family Sabbatical
Vice President, Senior Portfolio Manager
Vice President/Client Service & Consultant Relations
Vice President, Investment Consultant
Senior Investment Analyst/Associate Fund Manager
Certified Financial Planner Program
Vice President, Portfolio Manager
Vice President, Senior Portfolio Manager
Iona College
Mercy College
Recommendations: 0
Asset Allocation
Portfolio Construction & Analysis
Risk Management
Fund of Funds Management
Institutional Pension Consultant
Marketing
Strategic Partnership Development
Consultative Selling
a****[email protected]
Christopher J. Tuttle, CFP®, EA, AEP, CLU, ChFC
Enrolled Agent with the IRS
Greater New York City Area
Enrolled Agent with the IRS
CFP® Instructor - Tax, Insurance, Retirement Planning Courses
Registered Investment Advisor
Certified Financial Planner™
Member - History Committee and Military Affairs Committee
Registered Investment Advisor
Registered Securities Principal
Co-Department Head - Securities
Senior Vice President - Securities
Managing Director - Securities
Managing Director
Managing Director - Private Placements
Vice President
New York University - Leonard N. Stern School of Business
Colgate University
Recommendations: 0
Retirement Planning
Asset Managment
Investments
Securities
Corporate Finance
Strategic Financial Planning
Portfolio Management
Financial Planners
c*****@tutfinserv.com
Patrick Gilmore, Jr.
Certified Financial Planner
Greater New York City Area
Certified Financial Planner
Financial Representative/ OSJ
Registered Representative
Analyst
University of Scranton
Chaminade High School
Recommendations: 0
Asset Allocation
Asset Management
Asset Managment
Certified Financial...
Customer Service
Disability Insurance
Estate Planning
FINRA
p****[email protected]
p*****@pgafin.com
Joshua CFP®
Financial Advisor / Certified Financial Planner
Greater New York City Area
Financial Advisor / Certified Financial Planner
Professor - Finance
City University of New York-Baruch College - Zicklin School of Business
Montclair State University
Fairleigh Dickinson University
Recommendations: 0
Risk Management
Alternative Investments
Personal Financial Planning
Insurance Planning
Life Insurance
Disability Insurance
Long Term Care Insurance
Investment Management
j****[email protected]
David PFS
President | Owner | CFP | Certified Financial Planner
Greater New York City Area
President | Owner | CFP | Certified Financial Planner
Consultant, CPA Helping Business Owners & Execs Simplify Complex Tax Issues
Manager, CPA Helping Business Owners & Execs Simplify Complex Tax Issues
Adjunct Professor
Binghamton University - School of Management
The College for Financial Planning
Clarkstown North High School
Recommendations: 0
d*****@frischfinancial.com
Joseph Edmondson, CPA, CFP®
Certified Financial Planner™ professional
Greater New York City Area
Certified Financial Planner™ professional
Certified Financial Planner™ professional
Senior Associate
University at Albany, SUNY
Recommendations: 0
j****[email protected]
Brendan Cahill, CFP®
Financial Consultant, CFP®
Greater New York City Area
Financial Consultant, CFP®
Certified Financial Planner® practitioner
Non-Commissioned Officer
Brandeis University International Business School
University of Massachusetts, Amherst
Recommendations: 0
b****[email protected]
Amedeo Granata, CFP,CLU,ChFC
Certified Financial Planner
Greater New York City Area
Certified Financial Planner
President
Fordham University
Regis High School
Recommendations: 0
Fixed Annuities
Financial Services
Disability Insurance
Investments
Series 7
Asset Management
Retirement
Small Business
g****[email protected]
a****[email protected]
Ketan Shah, CFP®
Financial Consultant
Greater New York City Area
Financial Consultant
Member Board of Directors
Director of Marketing and Sales
Agency Sales Director at MetLife
Area Governor
Senior New Business Analyst
Certified Financial Planner(TM) professional
Financial Advisor
MIS Manager
University of Missouri-Columbia, College of Business
St. Xavier's College, Calcutta, India
Recommendations: 0
Insurance
Retirement Planning
Mutual Funds
Strategic Financial...
Employee Benefits
Fixed Annuities
Sales
Disability Insurance
k****[email protected]
Hugues Rivard
Certified Financial Planner
Greater New York City Area
Certified Financial Planner
Financial Advisor
Sales Representative
Associate - Investment Banking
Financial Analyst - Investment Banking
Northwestern University - Kellogg School of Management
Colgate University
Recommendations: 0
h****[email protected]
Anthea Perkinson
Certified Financial PlannerTM
Greater New York City Area
Certified Financial PlannerTM
VP, Strategic Accounts
SVP, National Accounts
Manager, Program Implementation
NYU School of Professional Studies
University of Pennsylvania
New York University
Recommendations: 0
Strategic Planning
Financial Planning
Public Speaking
Index Funds
Mutual Funds
Retirement Planning
Retirement Savings
Retirement Income Strategies
a****[email protected]
Clare Stenstrom
Certified Financial Planner ™, Certified Financial Transitionist ™
Greater New York City Area
Certified Financial Planner ™, Certified Financial Transitionist ™
Recommendations: 0
Retirement Planning
Wealth Management
Strategic Financial Planning
Investments
Retirement
Investment Advisory
Portfolio Management
Mutual Funds
s****[email protected]
Michael S. Madden
Partner
Greater New York City Area
Partner
Certified Financial Planner
President
East Carolina University
Recommendations: 0
Retirement
Wealth Transfer
Financial Planning
Investments
Insurance
Disability Insurance
Long Term Care
Asset Management
s****[email protected]
m****[email protected]
Deborah A. Ruta-Minotakis
Office Manager Assistant
Greater New York City Area
Office Manager Assistant
Client Relationship Associate for Certified Financial Planner
Investment Specialist
Financial Advisor Associate
Assistant Treasury Manager
Euro Desk – Money Market Trader Assistant
Hofstra University
Saint John’s University
Recommendations: 0
Business Relationship Management
Financial Services
Client-focused Service
Marketing
Social Media Marketing
Promotions
Public Speaking
Networking
d****[email protected]
Peter Colodny
Financial Services Representative, Certified Financial Planner (CFP®) Professional
Greater New York City Area
Financial Services Representative, Certified Financial Planner (CFP®) Professional
Certified Financial Planner (CFP®)
Certified Financial Planner (CFP®)
Senior Accountant
University of Vermont
Recommendations: 0
p****[email protected]
Michael Nisivoccia, CFP®
Senior Financial Planner
Greater New York City Area
Senior Financial Planner
Certified Financial Planner
Financial Advisory Intern
Boston College
Seton Hall Preparatory High School
Recommendations: 0
m****[email protected]
Mike Durante, CFP®, CDFA™, MBA
Principal
Greater New York City Area
Principal
Member
Certified Financial Planner, Financial Advisor
Consultant
Senior Vice President
Associate Managing Director
New York University
Pace University - Lubin School of Business
Pace University
Brewster High School
Recommendations: 0
Strategic Financial Planning
Wealth Management
Collaborative Practice
Investments
Retirement
Divorce
Portfolio Management
IRAs
m*****@iwmria.com
Jim Relyea
Founding Principal, Chief Risk Strategist
Greater New York City Area
Founding Principal, Chief Risk Strategist
Founding Member, Managing Director
Certified Financial Planner
Wesleyan University
Recommendations: 0
j*****@rzhadvisors.com
Bill McCahill
Certified Financial Planner
Greater New York City Area
Certified Financial Planner
Rutgers, The State University of New Jersey-Newark
William Cullen Bryant
Recommendations: 0
Portfolio Management
Wealth Management
Microsoft Excel
Mutual Funds
Retirement Planning
Term Life Insurance
Strategic Financial Planning
Retirement
b****[email protected]
Ruben Bakhash, MBA, CFP®
Professor
Greater New York City Area
Professor
Managing Partner / Financial Advisor / MBA / CFP® Certified Financial Planner
Financial Planner
Fairleigh Dickinson University
Montclair State University
Rutgers, The State University of New Jersey-Newark
Recommendations: 0
r****[email protected]
Paul Schifter
President
Greater New York City Area
President
Managing Director, Certified Financial Planner
BERNARD M BARUCH COLLEGE @CUNY
Recommendations: 0
Retirement Planning
Investments
Insurance
Income planning
Disability Insurance
Portfolio Management
Asset Management
Finance
p*****@network-cap.com
JoAnn Semeraro
Independent Certified Financial Planner
Greater New York City Area
Independent Certified Financial Planner
Senior Financial Adviser
CFP
Assistant Manager
Adelphi University
Hofstra University
Recommendations: 0
Retirement Planning
Investments
Mutual Funds
Retirement
Estate Planning
Financial Planning
Fixed Annuities
Life Insurance
i*****@aol.com
j****[email protected]
