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Certified Financial Planners in New York

Certified Financial Planners in Garden City, NY

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10 results found

Brett Reiss Garden City, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President / Investments , CFA,CFP at Janney Montgomery Scott
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Janney Montgomery Scott - Garden City, New YorkSenior Vice President / Investments , CFA,CFPsince Oct 2006
Full Profile

Keith Galanti Garden City, NY

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Garden City, New York
Industry:
Financial Services
Certifications:
CERTIFIED FINANCIAL PLANNER™*, Certified Financial Planner Board of Standards
Full Profile

Elie Schulman Garden City, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Fiduciary • Law Clerk • Trust Law Attorney • Lawyers • Judicial Law Clerk • Counselor • Advisor • Student Lawyer • Juris Doctor • Master of Social Work • Psychologist • Financial Manager • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Associate at Berwitz & DiTata LLP
Title:
Associate, Berwitz & DiTata LLP
Location:
Garden City, New York
Industry:
Legal Services
Work history:
Berwitz & DiTata LLP - Garden City, New YorkAssociatesince Aug 2012Law Offices of Brendan Kearse - New York, New YorkLaw Clerk, Trusts & Estates PracticeSep 2011 - Jun 2012
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Ted Krum Garden City, NY

Professions & Specialties

Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Counselor • Apprentice • Advisor • Student Worker • Software Engineer • Computational Scientist • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Computer Scientists • Analyst • Analysts • Manager • Vice President • Financial Manager • Operations Manager • Chief Executive • Research Analyst • Research Assistant • Researcher • Survey Researcher • Master of Computer Science • Master of Business Administration • Bachelor of Science • Financial Analyst

Experience & Education

Work

Company:
Integrative nutrition
Data analytics consultant
Company:
Sailthru - New York, NY
Intern

Skills

Java, Python, C, Android, Arduino, Linux, Data Analytics, Predictive Analytics, Big Data, Mobile,...
Full Profile

Claudia Miletic Garden City, NY

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Senior Associate • Research Scientist • Supporting Member • Police • Team Member • Bachelor of Arts

Experience & Education

Position:
President at Jason & Juliana, LLC
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Jason & Juliana, LLC - New YorkPresidentsince Oct 2012Pamela B. Pearson CFP - Garden City, NYManagerJan 2011 - Aug 2012
Skills:
Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Financial Reporting, Customer ...
Languages:
Spanish
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Katherine Bauer Garden City, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Student Worker • Bachelor of Science • Financial Manager

Experience & Education

Work

Company:
University of miami school of communication - Coral Gables, FL
Pr intern
Company:
Becker public relations - Coral Gables, FL
Pr intern
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Lewis Meltzer Garden City, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General Partner • Managing Partner • Board Member • Chairperson • Director • Partner • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • School Principal • School Administrator • Educational Manager • General Counsel • Of Counsel • Jurist • Legal Counsel • Representative • Senator • Legislator • Secretary

Experience & Education

Office:
Meltzer, Lippe, Goldstein & Breitstone, LLP
190 Willis Avenue, Mineola, NY 11501
Phone:
(516) 747-0300 (Phone)
Specialties:
Tax Law, Real Estate Law
ISLN:
904865514
Admitted:
1965, New York
Biography:
When Lew began his law practice in 1965 in Mineola, he spent at least half his time working on real ...
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Stephen Bianchi New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Analysts • Market Research Analyst

Experience & Education

Position:
Graduate Student at Adelphi University, Proprietor at Divine Photo and Video Studios
Title:
Graduate Student at Adelphi University
Location:
Greater New York City Area
Industry:
Photography
Work history:
Adelphi University - Garden City, NYGraduate Studentsince Aug 2013Divine Photo and Video Studios - 6917 8th Ave Brooklyn, NY 11228Proprietorsince Jan 2005
Languages:
Italian
Preparing for CFP exam in July 2014
Full Profile

Rich Powers New York, NY

Professions & Specialties

Chairperson • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Articled Clerk • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board of Directors at Esquire Bank, President & Owner at RTPowers
Title:
President & Owner at RTPowers
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Esquire Bank - Garden City, NYBoard of Directorssince Jan 2009RTPowers - Long Island, New YorkPresident & Ownersince Jan 2009
Currently studying for CFP
Full Profile

Paul Annunziato New York, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President at Morgan Stanley
Title:
First Vice President, CFP®, CRPC® , Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Jericho, NYFirst Vice Presidentsince Jul 2008Merrill Lynch - Garden City, NYVice President, Financial Advisor, International Wealth Management AdviosrSep 1993 - Jul 2008
Full Profile

Certified Financial Planners near Garden City, NY02468HempsteadPort WashingtonLynbrookRockville CentreHicksvilleGreat NeckNew Hyde ParkGlen CoveWestbury


Certified Financial Planners around Garden City, NY

Glen Cove  (1)
Great Neck  (1)
Hempstead  (7)
Hicksville  (2)
Lynbrook  (2)
Westbury  (1)

Certified Financial Planners in New York

Sub-specializations