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G Squared Advisory Llc
Fee-only Financial Planning at G-Squared Advisory LLC
Expert fee-only financial planner with 15+ years of experience and MBA from Columbia University.
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Location
Westchester County, New York, United ...
Skills
- Financial Planning
- Wealth Management
- Retirement Planning
- Investment Advisory
- Budget Analysis
- Show all
Bio
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Topline AI
G-squared Advisory LLC's expert financial planner has 15+ years of experience in fee-only financial planning, wealth management, and retirement planning. They hold a Certificate in Financial Planning from New York University and an MBA from Columbia University, and a Bachelor of Science in Accounting and Economics from Wharton and Cornell, respectively.
With expertise in financial planning, budget analysis, insurance, and estate planning, this professional delivers personalized financial checkups and investment advisory services to clients in Westchester and New York City.
Experience
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G-Squared Advisory LLC
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Westchester and New York City
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Fee-only Financial Planning
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Jan 2009 - Present
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Westchester and New York City
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LearnVest
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Greater New York City Area
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Client Consultant
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Jan 2009 - Jan 2012
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Greater New York City Area
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Vice President
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Jul 1980 - Jun 1995
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Education
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2007 - 2009New York University
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1979 - 1980
Columbia University - Columbia Business School
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1972 - 1976
Wharton School, University of Pennsylvania
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Cornell University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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