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Ian A. Post, Cfa, Cfp® Email & Phone Number
Fiduciary wealth manager helping busy professionals develop evidence-based investment portfolios and financial plans
at
Fifth Set Private Wealth Management LLC
1 work email found
@fifthsetinvestment.com
2 phones found area 646
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Fiduciary wealth manager helping busy professionals develop evidence-based investment portfolios and financial plans
Location
New York City Metropolitan Area, United States
Who is Ian A. Post, Cfa, Cfp®? Overview
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Quick answer
Ian A. Post, Cfa, Cfp® is listed as Fiduciary wealth manager helping busy professionals develop evidence-based investment portfolios and financial plans at Fifth Set Private Wealth Management LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at fifthsetinvestment.com, phone signal with area code 646, and a matched LinkedIn profile for Ian A. Post, Cfa, Cfp®.
Ian A. Post, Cfa, Cfp® previously worked as Principal, Wealth Manager at Fifth Set Private Wealth Management Llc. Ian A. Post, Cfa, Cfp® holds Mba from Nyu Stern School Of Business.
Company email context
Email format at Fifth Set Private Wealth Management LLC
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*@fifthsetinvestment.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ian A. Post, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ian A. Post, Cfa, Cfp®
I am the founder and principal of Fifth Set Private Wealth Management LLC, an SEC Registered Investment Advisor. Based in Westchester, New York, Fifth Set specializes in developing smart financial solutions for young professionals, small business owners and their families. I founded Fifth Set based on the belief that clients deserve evidence-based financial solutions developed by a true advisor who considers only the best interests of the client when providing advice.As such, Fifth Set adheres to a fiduciary standard of care in all our client relationships and maintains an independent, objective, and commission‐free approach to investment management and financial planning advice. We strive to be clear and transparent in our client relationships. We seek to clarify what Wall Street and the financial press make confusing.The Fifth Set investment philosophy is grounded in the findings of leading academic finance theory. We focus on long‐term investment success by emphasizing global diversification, low costs, tax efficiency and discipline.Specialties:College Saving Strategies|Retirement Saving Strategies|Strategic Asset Allocation|Financial Planning|Evidence-Based Investing|Fiduciary Investment Advice|Tax-Efficient Investing|Asset-Class Investing|Dimensional Fund Advisors|DFAFifth Set Investment Advisers (FSIA) is an investment adviser registered with the US Securities and Exchange Commission. FSIA does not approve or endorse any third-party communications posted on this site and such third-party communications should not be considered a recommendation of FSIA's investment advisory services.
Listed skills include Financial Planning, Asset Allocation, Investment Advisory, Portfolio Management, and 17 others.
Current workplace
Ian A. Post, Cfa, Cfp®'s current company
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Fifth Set Private Wealth Management Llc
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1 role
Ian A. Post, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
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Principal, Wealth Manager
4 education records
Ian A. Post, Cfa, Cfp® education
Diploma
Dwight Englewood School
Education record
Englewood Cliffs Public Schools
FAQ
Frequently asked questions about Ian A. Post, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ian A. Post, Cfa, Cfp® work for?
Ian A. Post, Cfa, Cfp® works for Fifth Set Private Wealth Management LLC.
What is Ian A. Post, Cfa, Cfp®'s role at Fifth Set Private Wealth Management LLC?
Ian A. Post, Cfa, Cfp® is listed as Fiduciary wealth manager helping busy professionals develop evidence-based investment portfolios and financial plans at Fifth Set Private Wealth Management LLC.
What is Ian A. Post, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fifthsetinvestment.com for Ian A. Post, Cfa, Cfp® at Fifth Set Private Wealth Management LLC.
What is Ian A. Post, Cfa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 646 for Ian A. Post, Cfa, Cfp® at Fifth Set Private Wealth Management LLC.
Where is Ian A. Post, Cfa, Cfp® based?
Ian A. Post, Cfa, Cfp® is based in New York City Metropolitan Area, United States while working with Fifth Set Private Wealth Management LLC.
What companies has Ian A. Post, Cfa, Cfp® worked for?
Ian A. Post, Cfa, Cfp® has worked for Fifth Set Private Wealth Management Llc.
How can I contact Ian A. Post, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Ian A. Post, Cfa, Cfp® at Fifth Set Private Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Ian A. Post, Cfa, Cfp® attend?
Ian A. Post, Cfa, Cfp® holds Mba from Nyu Stern School Of Business.
What skills is Ian A. Post, Cfa, Cfp® known for?
Ian A. Post, Cfa, Cfp® is listed with skills including Financial Planning, Asset Allocation, Investment Advisory, Portfolio Management, Wealth Management, Personal Financial Planning, Personal Finance, and Asset Management.
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