-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Beacon Financial Advisors is an independent wealth advisory firm offering financial planning and asset management services customized to the needs of individuals and their families. We focus on providing personalized financial advice and superior service to a limited number of clients.
As fiduciaries, we have a fundamental obligation to act in the best interest of our clients at all times and to always place our client’s interests ahead of our own.
Please visit our website at www.beaconfa.com to learn more about our services and to request a complimentary consultation.
Ronald Robins (CRD# 2294445) is an Investment Advisor Representative working at Beacon Financial Advisors in Rye Brook, NY and has over 31 years of experience in the finance industry.
Adam Rolewicz (CRD# 4421858) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 22 years of experience in the finance industry.
John Ross (CRD# 2304279) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 31 years of experience in the finance industry. John Ross 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.
Richard Rubenstein (CRD# 3162490) 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.
Paul Santucci (CRD# 2197088) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rye Brook, NY and has over 32 years of experience in the finance industry. Paul Santucci 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.
Stanley Sattler (CRD# 5586768) is an Investment Advisor Representative working at Belle Haven Investments, LP in Rye Brook, NY and has over 13 years of experience in the finance industry.
Marybeth Sharkey (CRD# 1024051) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rye Brook, NY and has over 32 years of experience in the finance industry. Marybeth Sharkey 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.
Thomas Sherman (CRD# 4691071) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 20 years of experience in the finance industry.
Richard Sherwin (CRD# 4157094) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 23 years of experience in the finance industry.