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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
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.
Maura Griffin (CRD# 4162305) is a President of Blue Spark Capital Advisors in New York, NY, and Lenox, Massl, and has over 12 years of experience in the finance industry. Maura Griffin has taken additional exams to become a Certified Financial Planner (CFP®) and a CDFP®.
Blue Spark Financial works with women going through life transitions such as divorce, death of a spouse or parent, job change, and retirement.
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...
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
Sarsi, LLC is a registered investment adviser. 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 reporting.
We also provide consulting services across all asset classes including alternative investments...
Tom Watts founded and leads Watts Capital Partners LLC, a fee-based Registered Investment Advisor (RIA) in New York City, NY. We serve clients across the country and the US territories, ranging from New York and Washington, DC to California, Oregon and Washington to Guam and Saipan.
Watts Capital helps individuals and families with more than $500,000 in investable assets plan for and navigate life's transitions. Based on his professional training and personal experience, Tom specializes in providing financial planning to clients with a desire to:
- Reduce income taxes on investment and earned...
Kevin Glover (CRD# 5704017) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 9 years of experience in the finance industry. Kevin Glover 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.