Mindi Wernick (She/Her)

Mindi Wernick (She/Her) Email and Phone Number

I am a CERTIFIED FINANCIAL PLANNER™ professional advising individuals and families on creating their abundant lives and leaving meaningful legacies. @ Amethyst Wealth Planning®
Mindi Wernick (She/Her)'s Location
New York, New York, United States, United States
Mindi Wernick (She/Her)'s Contact Details

Mindi Wernick (She/Her) work email

Mindi Wernick (She/Her) personal email

n/a
About Mindi Wernick (She/Her)

Amethyst Wealth Planning is a holistic financial planning firm. Our mission is to advise individuals and families on creating their abundant lives and leaving meaningful legacies through strategy and tax planning. I have been in the financial services industry since 2006. I refresh my spirit by walking in Prospect Park, singing in a chorus, and leading prayer services for my synagogue. I have been a resident of Brooklyn for over 25 years, and live with my spouse, Malkie, and our three awesome sons.___Mindi Wernick is licensed to sell insurance in: CT, DC, FL, MA, MD, NC, NJ, NV, NY, PA, TN, TX, VA and securities in Fl, NJ, and NY.Mindi Wernick is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC Member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue, Ste 405, Saddle Brook NJ 07663, 973-237-0100. Amethyst Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Mindi Wernick (She/Her)'s Current Company Details
Amethyst Wealth Planning®

Amethyst Wealth Planning®

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I am a CERTIFIED FINANCIAL PLANNER™ professional advising individuals and families on creating their abundant lives and leaving meaningful legacies.
Mindi Wernick (She/Her) Work Experience Details
  • Amethyst Wealth Planning®
    Certified Financial Planner™ Professional
    Amethyst Wealth Planning® Jul 2006 - Present
    622 Third Ave. Suite 900 Ny, Ny 10017
    Our fee-based financial planning firm caters to individuals and families. We stress fiscal responsibility and stewardship, tax strategies, charitable gifting, and legacy planning. If this resonates, please schedule a time below. I look forward to connecting. https://calendly.com/mwernick
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Mindi Wernick (She/Her) Skills

Insurance Long Term Care Insurance Disability Insurance Retirement Retirement Planning Securities Fixed Annuities Estate Planning Small Business Finance Life Insurance Strategic Planning Long Term Care Public Speaking Series 63 Leadership Marketing Employee Benefits Whole Life Microsoft Office Microsoft Excel Whole Life Insurance Social Media

Mindi Wernick (She/Her) Education Details

Frequently Asked Questions about Mindi Wernick (She/Her)

What company does Mindi Wernick (She/Her) work for?

Mindi Wernick (She/Her) works for Amethyst Wealth Planning®

What is Mindi Wernick (She/Her)'s role at the current company?

Mindi Wernick (She/Her)'s current role is I am a CERTIFIED FINANCIAL PLANNER™ professional advising individuals and families on creating their abundant lives and leaving meaningful legacies..

What is Mindi Wernick (She/Her)'s email address?

Mindi Wernick (She/Her)'s email address is mw****@****ide.com

What schools did Mindi Wernick (She/Her) attend?

Mindi Wernick (She/Her) attended Yeshiva University.

What skills is Mindi Wernick (She/Her) known for?

Mindi Wernick (She/Her) has skills like Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Retirement Planning, Securities, Fixed Annuities, Estate Planning, Small Business, Finance, Life Insurance, Strategic Planning.

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