Maria L. Sciuto, Cfp®

Maria L. Sciuto, Cfp® Email and Phone Number

Financial Strategist | Financial Translator | Fee-Based Wealth Manager | Connecting Life with Money | #moneymonday @ Compass Asset Management Group
newburgh, new york, united states
Maria L. Sciuto, Cfp®'s Location
Poughkeepsie, New York, United States, United States
Maria L. Sciuto, Cfp®'s Contact Details

Maria L. Sciuto, Cfp® work email

Maria L. Sciuto, Cfp® personal email

Maria L. Sciuto, Cfp® phone numbers

About Maria L. Sciuto, Cfp®

With over 20 years of experience in financial planning, I provide insightful, results-oriented solutions that help clients achieve their financial goals and secure their futures. My focus is on helping individuals and families clarify and prioritize their financial objectives, then translating those goals into actionable, customized financial plans.I am particularly passionate about helping clients create meaningful legacies—both personal and charitable—and ensuring their financial decisions reflect their broader life goals.Areas of Expertise: Women's Financial Issues | Investment portfolio design | Risk Management | Investment research and analysis | Holistic Financial Planning | Wealth Management | Investment Management | Retirement Planning | Distribution Planning | College Planning | Tax Planning | Cash Flow Analysis/Projection

Maria L. Sciuto, Cfp®'s Current Company Details
Compass Asset Management Group

Compass Asset Management Group

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Financial Strategist | Financial Translator | Fee-Based Wealth Manager | Connecting Life with Money | #moneymonday
newburgh, new york, united states
Website:
compassamg.com
Employees:
9
Maria L. Sciuto, Cfp® Work Experience Details
  • Compass Asset Management Group
    Director Of Financial Planning
    Compass Asset Management Group Apr 2019 - Present
    Newburgh, New York
    Private Wealth Management firm delivering an extraordinary level of client service, knowledgeable advice, financial & estate planning solutions and value driven investment management results to discerning clients.With more than 30 years of investing experience, we've successfully helped thousands of clients obtain their personal goal of financial security. Our focus is on living a healthier, wealthier lifestyle. As such, we bring to our clients a weekly newsletter that includes non-investment related topics of interest such as simple & healthy recipes, wine notes, healthy lifestyle ideas, green/sustainability & golf tips.For a consultation call 845.563.0537 or Contact@CompassAMG.comMembers of Compass Asset Management Group, LLC are investment advisor representatives of Spire Wealth Management, LLC. Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.
  • Gold'S Gym
    Les Mills Body Attack And Tone Instructor
    Gold'S Gym Jan 2010 - Present
    Dutchess County
    Certified Body Attack and Tone Instructor. Lead and motivate members through a 45-60 minute class at various levels of cardio from low to high impact.
  • Dutchess County Regional Chamber Of Commerce
    Membership Ambassador
    Dutchess County Regional Chamber Of Commerce 2015 - Present
    Poughkeepsie, Ny
    The Mission Of Our Membership AmbassadorsTo retain and build the Dutchess County Regional Chamber of Commerce membership, as well as add value with every business contact on behalf of the chamber and our own businesses.The Purpose Of Our Membership Ambassadors To support the Chamber mission To enhance membership relationships To support members in maximizing the value of membership To provide a forum for new ideas To provide open lines of communication to the Chamber To promote the Dutchess County Regional Chamber of Commerce
  • Forte Capital Llc
    Vice President Client Services
    Forte Capital Llc Sep 2014 - Mar 2019
    Greater Hudson Valley Region
    For individuals and families, our services include a comprehensive family financial review (family goal setting, legacy planning, investment planning, risk management, evaluation of current portfolio, creating a written investment policy, tax planning, retirement cash flow analysis, education funding, and gifting strategies).For business owners: review current retirement plan, make recommendations, and employee investment education.As a Fiduciary, our relationship with you is founded on the integrity of our advice. We help you design and implement a wealth management strategy free from the conflicts of interest inherent in commission-driven investment recommendations and the high costs associated with brokerage "wrap" programs that provide investment advice contingent on executing trades with their firm.
  • Junior League Of Poughkeepsie
    Treasurer
    Junior League Of Poughkeepsie Jun 2011 - May 2013
    Poughkeepsie, Ny
  • Junior League Of Poughkeepsie
    Assistant Treasurer
    Junior League Of Poughkeepsie Jun 2010 - May 2011
    Poughkeepsie, Ny
  • Holy Trinity Church
    Holy Trinity Finance Council
    Holy Trinity Church Mar 2011 - Sep 2012
    Poughkeepsie, Ny
  • Prestige Financial
    Relationship Manager
    Prestige Financial Feb 2002 - May 2003
  • Forte Capital Llc Wealth Management
    Portfolio Manager
    Forte Capital Llc Wealth Management Jan 1999 - Apr 2001
    Pittsford, Ny

Maria L. Sciuto, Cfp® Skills

Mutual Funds Portfolio Management Risk Management Finance Securities Equities Investments Retirement Budgets Financial Analysis Small Business Iras Strategy Management Wealth Management Strategic Financial Planning Financial Advisory Fundraising Private Banking Retirement Planning Investment Management Budget Auditing Investment Advisory Debt Management Estate Planning High Net Worth Individuals Investment Strategies Risk Assessment Financial Reporting Account Reconciliation Estate Tax Planning Personal Tax Planning Risk Analysis Volunteer Management Non Profit Volunteer Non Profit Leadership Bookkeeping Wealth Management Services Educational Fundraising Analysis Asset Allocation Public Speaking Cash Flow Leadership Strategic Planning

Maria L. Sciuto, Cfp® Education Details

Frequently Asked Questions about Maria L. Sciuto, Cfp®

What company does Maria L. Sciuto, Cfp® work for?

Maria L. Sciuto, Cfp® works for Compass Asset Management Group

What is Maria L. Sciuto, Cfp®'s role at the current company?

Maria L. Sciuto, Cfp®'s current role is Financial Strategist | Financial Translator | Fee-Based Wealth Manager | Connecting Life with Money | #moneymonday.

What is Maria L. Sciuto, Cfp®'s email address?

Maria L. Sciuto, Cfp®'s email address is mt****@****ail.com

What is Maria L. Sciuto, Cfp®'s direct phone number?

Maria L. Sciuto, Cfp®'s direct phone number is +121574*****

What schools did Maria L. Sciuto, Cfp® attend?

Maria L. Sciuto, Cfp® attended Baruch College, Zicklin School Of Business, City University Of New York (Cuny), Pace University, Hunter College.

What are some of Maria L. Sciuto, Cfp®'s interests?

Maria L. Sciuto, Cfp® has interest in Children, Exercise, Education, Toastmaster, Reading, Photography, Health.

What skills is Maria L. Sciuto, Cfp® known for?

Maria L. Sciuto, Cfp® has skills like Mutual Funds, Portfolio Management, Risk Management, Finance, Securities, Equities, Investments, Retirement, Budgets, Financial Analysis, Small Business, Iras.

Who are Maria L. Sciuto, Cfp®'s colleagues?

Maria L. Sciuto, Cfp®'s colleagues are Sean Tabone, Julia Ciccone.

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