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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Paul Kim (CRD# 5987200) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Little Neck, NY and has over 12 years of experience in the finance industry.
Salvina Gambino (CRD# 4944710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Little Neck, NY and has over 19 years of experience in the finance industry.
Fei Ye (CRD# 5987687) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Little Neck, NY and has over 12 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom 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 putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Hi, I'm David Fowler - the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory Firm located near Bergen County, New Jersey in the borough of Hawthorne, and with modern technology able to serve clients across the entire United States.
With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary financial advisor available to everyone – regardless of how much or how little they may have accumulated (so far).
ABOUT HMFC
High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.
Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.
WHO I SERVE
As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:
- Outdoor Industry Professionals
- Outdoor Enthusiasts
- Solopreneurs
If you love the outdoors, work outdoors, or work for yourself - let's have a conversation.
HOW I HELP
- I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
- I help you identify and eliminate any gambling or speculating that may be occurring with your investments
- As your financial planner and coach - I simplify the planning process – breaking your planning to actionable attainable steps
CERTIFICATIONS & QUALIFICATIONS
- I am a CERTIFIED FINANCIAL PLANNER™
- I have earned the Chartered Financial Consultant® (ChFC®) designation
- I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
- I am independent
- I am a Fee-Only financial planner
- I am a Fiduciary
NEXT STEPS
- Learn more on the HMFC website - https://www.highmountainfinancial.com/
- Book a 30 minute conversation on my calendar - Free Consultation
- send me an email - [email protected]
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...
Alexander Bass (CRD# 4846117) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 9 years of experience in the finance industry. Cole Aaronson 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.
Angela Abate (CRD# 2963357) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York City, NY and has over 18 years of experience in the finance industry.
Oreste Abbamonte (CRD# 4896689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 19 years of experience in the finance industry.