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
Seaver Wang (CRD# 4643543) is an Investment Advisor Representative, Portfolio Manager and President of Karagosian Financial Services, Inc. in New York, NY and has over 18 years of experience in the finance industry. Karagosian Financial provides research-driven portfolio management that allow clients to customize their investments beyond what is typically offered from other financial advisors.
Beth Blecker (CRD# 3092833) is the CEO and a Registered Financial Consultant® at Eastern Planning Inc.
Drawing upon my many years of experience in retirement planning and particular expertise in distribution strategies, I provide clients approaching their retirement years with proactive financial management, encouraging them to take active roles in creating their own customized investment portfolios.
I am a long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, I teach retirement planning and distribution...
Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.
Philip Adriani (CRD# 1541593) is an Investment Advisor Representative working at Morgan Stanley in Ridgefield, CT and has over 18 years of experience in the finance industry. Philip Adriani 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.