Please complete the CAPTCHA to continue
@bernathandrosenberg.com
✓
1 phone found area 916
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Ted Stricker, Cfp® is listed as I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect at Bernath + Rosenberg, based in Cedarhurst, New York, United States. AeroLeads shows a work email signal at bernathandrosenberg.com, phone signal with area code 916, and a matched LinkedIn profile for Ted Stricker, Cfp®.
Ted Stricker, Cfp® previously worked as PARTNER & CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg and REGISTERED REPRESENTATIVE, REGISTERED PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE at Cetera Financial Specialists. Ted Stricker, Cfp® holds B.S., Economics & Business Administration from University At Albany.
This section adds company-level context without repeating Ted Stricker, Cfp®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Ted Stricker, Cfp®. Compare company email patterns before reaching out.
I am a partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg, a full-service accounting, tax, and wealth management firm with offices in Cedarhurst, NY, Monsey, NY, Lakewood, NJ and Miami Beach, FL. The firm demonstrates a personalized approach to custom-tailored solutions and an unwavering commitment to client service. I manage the firm’s wealth management team, and specialize in designing financial plans for business owners and affluent families. I provide practical and sound advice, combining innovative approaches and solutions that reflect clients’ personality, lifestyle, and goals.I obtained a Bachelor of Science in Economics & Business Administration from University at Albany. I also hold the CERTIFIED FINANCIAL PLANNER™ designation as well as the Series 7, 24, 55, 63, 65, and NY Life & Health licenses, and I am a member of the Financial Planning Association.We are located at 126 Spruce St, Cedarhurst, NY 11516. To schedule a meeting, call (212) 221-1140 or email tstricker@brwealth.com.𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘦𝘵𝘦𝘳𝘢 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘚𝘱𝘦𝘤𝘪𝘢𝘭𝘪𝘴𝘵𝘴 𝘓𝘓𝘊 (𝘥𝘰𝘪𝘯𝘨 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘪𝘯 𝘊𝘈 𝘢𝘴 𝘊𝘍𝘎𝘍𝘚 𝘐𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘈𝘨𝘦𝘯𝘤𝘺), 𝘮𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊. 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘦𝘵𝘦𝘳𝘢 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳𝘴 𝘓𝘓𝘊. 𝘊𝘦𝘵𝘦𝘳𝘢 𝘦𝘯𝘵𝘪𝘵𝘪𝘦𝘴 𝘢𝘳𝘦 𝘶𝘯𝘥𝘦𝘳 𝘴𝘦𝘱𝘢𝘳𝘢𝘵𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘰𝘵𝘩𝘦𝘳 𝘯𝘢𝘮𝘦𝘥 𝘦𝘯𝘵𝘪𝘵𝘺. 𝘙𝘦𝘴𝘱𝘰𝘯𝘴𝘦 𝘵𝘰, 𝘰𝘳 𝘤𝘰𝘯𝘵𝘢𝘤𝘵 𝘸𝘪𝘵𝘩, 𝘳𝘦𝘴𝘪𝘥𝘦𝘯𝘵𝘴 𝘰𝘧 𝘰𝘵𝘩𝘦𝘳 𝘴𝘵𝘢𝘵𝘦𝘴 𝘸𝘪𝘭𝘭 𝘰𝘯𝘭𝘺 𝘣𝘦 𝘮𝘢𝘥𝘦 𝘶𝘱𝘰𝘯 𝘤𝘰𝘮𝘱𝘭𝘪𝘢𝘯𝘤𝘦 𝘸𝘪𝘵𝘩 𝘢𝘱𝘱𝘭𝘪𝘤𝘢𝘣𝘭𝘦 𝘭𝘪𝘤𝘦𝘯𝘴𝘪𝘯𝘨 𝘢𝘯𝘥 𝘳𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴. 𝘍𝘰𝘳 𝘢𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘭𝘦𝘢𝘴𝘦 𝘤𝘰𝘯𝘵𝘢𝘤𝘵 𝘵𝘩𝘦 𝘢𝘥𝘷𝘪𝘴𝘰𝘳(𝘴) 𝘭𝘪𝘴𝘵𝘦𝘥, 𝘰𝘳 𝘷𝘪𝘴𝘪𝘵 𝘵𝘩𝘦 𝘊𝘦𝘵𝘦𝘳𝘢 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘚𝘱𝘦𝘤𝘪𝘢𝘭𝘪𝘴𝘵𝘴 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘵 𝘊𝘦𝘵𝘦𝘳𝘢.𝘤𝘰𝘮.
Listed skills include Retirement Planning, Succession Planning, Wealth Management, Financial Planning, and 10 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Cedarhurst, New York, US
For more than 35 years, Bernath & Rosenberg has been providing tax, accounting, audit, and wealth management advisory services with an unwavering commitment to client service. Because of our vast experience working with clients in an extensive range of industries, we possess an exceptional understanding of unique financial challenges and situations. Our.
San Diego, CA, US
Cetera Financial Specialists has grown into a leading provider of services and products to financial professionals nationwide. They provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most important, they give us the flexibility to run our business in a way that best suits our.
Quick answers generated from the profile data available on this page.
Ted Stricker, Cfp® works for Bernath + Rosenberg.
Ted Stricker, Cfp® is listed as I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect at Bernath + Rosenberg.
AeroLeads has found 2 work email signals at @bernathandrosenberg.com for Ted Stricker, Cfp® at Bernath + Rosenberg.
AeroLeads has found 1 phone signal(s) with area code 916 for Ted Stricker, Cfp® at Bernath + Rosenberg.
Ted Stricker, Cfp® is based in Cedarhurst, New York, United States while working with Bernath + Rosenberg.
Ted Stricker, Cfp® has worked for Bernath + Rosenberg and Cetera Financial Specialists.
You can use AeroLeads to view verified contact signals for Ted Stricker, Cfp® at Bernath + Rosenberg, including work email, phone, and LinkedIn data when available.
Ted Stricker, Cfp® holds B.S., Economics & Business Administration from University At Albany.
Ted Stricker, Cfp® is listed with skills including Retirement Planning, Succession Planning, Wealth Management, Financial Planning, Estate Planning, Investments, Asset Allocation, and Insurance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts