Albert J. Bartolomeo, CFA, CFP®
President at Broad Reach Wealth Management- Claim this Profile
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Bio
Credentials
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CFA Charterholder
CFA Institute -
Certified Financial Planner™, CFP®
Certified Financial Planner Board of Standards
Experience
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Broad Reach Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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President
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Mar 2008 - Present
At Broad Reach Wealth Management, I help high net worth individuals achieve all of their personal and professional financial goals. My main focuses are in comprehensive financial planning and investment advisory services. Through a continual integration of these two primary focuses, I help clients with all aspects of wealth management. Our holistic approach is customized and unique for each client, but will typically include:Investment Management with a long-term focus and an objective of achieving all financial goals.Financial Goals may include:Starting and/or growing a businessRetirement PlanningCollege FundingWealth PreservationCharitable Gifting StrategiesTax Minimization StrategiesEstate PlanningInsurance Planning Show less
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Director of Financial Planning & Senior Investment Advisor
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Jan 2002 - Mar 2008
Prior to establishing Broad Reach Wealth Management, I was Director of Financial Planning and a Senior Investment Advisor for two of the largest registered investment advisors in the U.S.
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Investment Advisor
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NY, NY
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Investment Advisor
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May 1999 - Jan 2002
I began my career as an investment advisor at an investment advisory firm in Manhattan. The firm was owned by the managing director of the Rockefeller Foundation at the time. We focused purely on investment management for high net worth individuals. I began my career as an investment advisor at an investment advisory firm in Manhattan. The firm was owned by the managing director of the Rockefeller Foundation at the time. We focused purely on investment management for high net worth individuals.
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Community
