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Financial Planners in New York

Financial Planners in Syracuse, NY

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31 results found

Rebecca Vallely Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Operations Manager

Experience & Education

Position:
Sr. Gift Planning Officer at Cornell University
Title:
Gift Planning Officer at Cornell University
Location:
Syracuse, New York Area
Industry:
Education Management
Work history:
Cornell University Sr. Gift Planning Officersince Oct 2005MetLife Senior Financial PlannerMay 2000 - Dec 2005
Full Profile

Geoff Wells Syracuse, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Associate of Science • Aerospace Engineer • Engineering Specialist • Financial Manager

Experience & Education

Position:
Fee Only Financial Planner and Investment Advisor at Rockbridge Investment Management
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Rockbridge Investment Management - Syracuse, New YorkFee Only Financial Planner and Investment Advisorsince Oct 2012Populace Financial Financial Advisor2010 - 2012
Skills:
Financial Planning, Financial Analysis, Tax, Retirement Planning, Risk Management, Financial...
Full Profile

Anthony Farella Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Chairperson • Board Member • Operations Manager • Chief Executive • Management Team Executive • School Principal • School Administrator • Educational Manager • Financial Manager • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Rockbridge Investment Management, Member, Board of Managers at YMCA of Greater...
Title:
Fee Only Financial Planner and Investment Manager
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
Rockbridge Investment Management - Syracuse, NYPrincipalsince Jan 2008YMCA of Greater Syracuse - Syracuse, New York AreaMember, Board of Managerssince Aug 2011
Skills:
Asset Management, Financial Planning, Retirement Planning, Strategic Financial Planning, Asset...
Full Profile

Kimber Maclean Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Advertising Professional • Advertising Sales Agent • Sales Person • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Account Manager at CMS Systems
Location:
Syracuse, New York Area
Industry:
Marketing and Advertising
Work history:
CMS Systems Senior Account Managersince Jan 2009Northwestern Mutual Life Sales Assistant1997 - 1998
Full Profile

Gayle Olivette Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at Cadaret Grant & Co. Inc.
Title:
Financial Planner specializing in Socially Responsible Investments
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Cadaret Grant & Co. Inc. - Hansen's Advisory Services, Inc.Registered Representativesince Jan 2013Cadaret Grant & Co., Inc. - Susan Budrakey & Associates, Inc.Registered RepresentativeDec 2008 - Dec 2012
Full Profile

Michael Zoli Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Owner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner and Investment Consultant at Ivy Financial Group, Owner / Partner at My College...
Title:
Ivy Financial Group / My College Planning
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Ivy Financial Group Financial Planner and Investment Consultantsince Jan 2000My College Planning Owner / Partnersince Jan 2000
Full Profile

Maureen Novak Syracuse, NY

Professions & Specialties

Portfolio Manager • Financial Consultant • Certified Financial Planner • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Research Associate • Research Specialist • Research Scientist • Analyst • Analysts

Experience & Education

Position:
Portfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®* at Morgan Stanley
Title:
Portfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®* / at Morgan Stanley
Location:
Syracuse, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Syracuse, NYPortfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®*since 2000FAC/Equities, First Albany Corporation - Albany, NYCorporate Services / Research Associate1999 - 2000
Certifications:
CERTIFIED FINANCIAL PLANNER ™*, Certified Financial Planner Board of Standards
Chartered Financial Analyst, CFA Institute
Full Profile

Lorena Anoceto Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Position:
Tax Prof & Financial Planner at Anoceto Tax & Financial Services
Title:
Tax Prof & Financial Planner at .
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Anoceto Tax & Financial Services - Cicero, NYTax Prof & Financial Plannersince Oct 2011Lee Kalin & Associates Tax PreparerOct 2008 - Oct 2011
Full Profile

John Wheeler Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Counselor • Management Analyst • Analysts • Advisor • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Mathematician

Experience & Education

Position:
Consultant at JJW Consulting Services
Title:
Independent Management Consulting Professional
Location:
Syracuse, New York Area
Industry:
Management Consulting
Work history:
JJW Consulting Services Consultantsince Jun 2008Fort Drum Regional Health Planning Organization Financial Planner2010 - 2013
Full Profile

Cole Henderson Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager / Financial Advisor / First Vice President / CFP® at Morgan Stanley Wealth...
Title:
Portfolio Manager / Financial Advisor / First Vice President / CFP®* at Morgan Stanley
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 250 South Clinton Street, Suite 500 Syracuse, New York 13202Portfolio Manager / Financial Advisor / First Vice President / CFP®since Jan 1987
Certifications:
CERTIFIED FINANCIAL PLANNER ™*, Certified Financial Planner® Board Of Standards
Full Profile

David Schnall Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at The Prudential Insurance Company of America
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America - Syracuse, New YorkFinancial Plannersince Jun 1989
Full Profile

Scott Harris Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Planner at The Carta Group
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
The Carta Group Financial Plannersince Jun 2006John Hancock Director of Long Term Care Insurance planningFeb 2003 - Jun 2006
Full Profile

Peng Jiang Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Consultant at G.S Brokerage
Title:
Financial Planner at G.S Brokerage
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
G.S Brokerage Investment Consultantsince Jun 2009Shoretz & Company Staff AccountantMay 2009 - Jul 2009
Full Profile

Powers, Elizabeth Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Sagemark Consulting, Consultant at Sagemark Consulting
Title:
Financial Planner at Sagemark Consulting
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Sagemark Consulting Financial PlannerSagemark Consulting Consultantsince 2005
Full Profile

Chris Keegan Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at AXA
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
AXA Financial planner
Full Profile

Charles Morton Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Sagemark Consulting
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Sagemark Consulting Financial Planner
Full Profile

Marvin Rojas Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Military
Location:
Syracuse, New York Area
Industry:
Financial Services
Full Profile

Juli Michaels Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner
Location:
Syracuse, New York Area
Industry:
Financial Services
Full Profile

Lee Gatta Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
FINANCIAL PLANNER
Location:
Syracuse, New York Area
Industry:
Financial Services
Full Profile

Charlie Darrow Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at American Portfolios
Location:
Syracuse, New York Area
Industry:
Financial Services
Full Profile

Vicki Brackens Syracuse, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Advisor • Bachelor of Science • Jurist • Legal Counsel

Experience & Education

Position:
Founder-Creator at World of Cheddar, LLC
Location:
Syracuse, New York Area
Industry:
Program Development
Work history:
World of Cheddar, LLC Founder-Creatorsince Apr 2008Salvation Army of Syracuse and Onondaga County Advisory Board MemberJan 2010 - Jul 2010
Skills:
Interactive Financial Literacy Game Development designed to encourage behavioral changes related to ...
Financial Planner at MetLife Securities
Full Profile

Anthony Nolen Syracuse, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Host • Account Service Manager • Client Service Officer • Customer Service • Bachelors Degree • Business Administrator • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
VIP Host at Turningstone Casino & Resort
Title:
VIP Casino Host
Location:
Syracuse, New York Area
Industry:
Hospitality
Work history:
Turningstone Casino & Resort - Syracuse, New York AreaVIP Hostsince Jul 2011Steiner Sports Account ExecutiveMar 2010 - Aug 2011
Financial Planner at MetLife Financial Services
Full Profile

Ilze Luneau Syracuse, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Entertainment Professional • Entertainer • Financial Analyst • Psychologist • Business Administrator • Psychology Specialist • Vice President • Clerical Specialist • Software Developers

Experience & Education

Position:
Owner at the luneaus basketball family
Title:
Owner, the luneaus basketball family
Location:
Syracuse, New York Area
Industry:
Entertainment
Work history:
The luneaus basketball family Ownersince Jan 1998AYCO Company FINANCIAL ANALYSTNov 1997 - Jul 2002
Financial Planner at FIRST ALBANY CORPORATION Work..
Full Profile

Tony Nolen Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Title:
VIP Casino Host
Location:
Syracuse, New York Area
Industry:
Hospitality
Full Profile

Denise Porter Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Paralegal • Litigation Support Specialist • Supporting Member • Team Member • Notary • Lawyers • Bachelor of Science • Associate in Applied Science • Psychologist • Tax Accountant • Psychology Specialist

Experience & Education

Position:
President at Estate Paralegal Services, Inc.
Title:
President of Estate Paralegal Services, Inc.
Location:
Syracuse, New York Area
Industry:
Legal Services
Work history:
Estate Paralegal Services, Inc. Presidentsince Jan 2010Sanza Capital Advisors LLC Associate Financial Advisors, LLC2007 - 2010
Skills:
Courts, Probate, Estate Administration, Trusts, Estate Planning, Preparation, Notary Public, Wills, ...
Full Profile

Holl Ross Syracuse, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Designers • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Owner at Thriftwares
Location:
Syracuse, New York Area
Industry:
Retail
Work history:
Thriftwares Ownersince Apr 2004
Skills:
styling, photographer, financial planner, buyer, AKA one woman freak show
Full Profile

Jennifer Estler Syracuse, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Writing and Editing Professional • Writer and Editor

Experience & Education

Title:
Portfolio Manager at Tompkins Investment Services
Location:
Syracuse, New York Area
Industry:
Financial Services
Financial Planner at Merrill Lynch Managing Editor..
Full Profile

David Furze Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Vice President • Chief Executive

Experience & Education

Work

Company:
U-trade brokerage
President
Company:
Paine webber - Hackensack, NJ
Account vice president - financial advisor
Full Profile

Wil Mathis Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Sales Representative • Sales Agent • Customer Service • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Work

Company:
New york state assembly - Syracuse, NY
Company:
At&t midwest - Syracuse, NY
Customer service/sales representative
Full Profile

Becky Vallely Syracuse, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager

Experience & Education

Title:
Gift Planning Officer at Cornell University
Location:
Syracuse, New York Area
Industry:
Education Management
Full Profile

James Brennan Geneva, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Financial Manager • Chief Executive • Bachelor of Arts • Controller

Experience & Education

Work

Company:
Finger lakes consulting group
Consultant
Company:
Five star bank - Geneva, NY
Branch manager
Full Profile

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