Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Ronald Brault (CRD# 2166980) is an Investment Advisor Representative working at Financial Strategies Investment Advisor Services, Inc. in Bethel, CT and has over 26 years of experience in the finance industry.
David Whitmore (CRD# 4644356) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Bethel, CT and has over 14 years of experience in the finance industry. David Whitmore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Meade (CRD# 859701) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethel, CT and has over 36 years of experience in the finance industry.