Ted Stricker, Cfp®
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Ted Stricker, Cfp® Email & Phone Number

I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect at Bernath + Rosenberg
Location: Cedarhurst, New York, United States 2 work roles 1 school
2 work emails found @bernathandrosenberg.com 1 phone found area 916 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email t****@bernathandrosenberg.com
Direct phone (916) ***-****
LinkedIn Profile matched
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Current company
Bernath + Rosenberg
Role
I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect
Location
Cedarhurst, New York, United States

Who is Ted Stricker, Cfp®? Overview

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Quick answer

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.

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Email format at Bernath + Rosenberg

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*@bernathandrosenberg.com
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Profile bio

About Ted Stricker, Cfp®

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.

Current workplace

Ted Stricker, Cfp®'s current company

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Bernath + Rosenberg
Bernath + Rosenberg
I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect
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2 roles

Ted Stricker, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner & Certified Financial Planner™

Current
Bernath + Rosenberg

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 mission is to understand the whole financial of our clients’ lives. We work closely with our clients to clarify their goals and needs, and we offer them our full experience as we guide them through every stage of life. At all times, we are committed to delivering quality service to our clients, while serving as their most trusted advisor. Bernath & Rosenberg understands the unique challenges business owners and affluent families face, so we combine accounting, tax and wealth management advice into holistic solutions tailored to your needs.To schedule a meeting, call (212) 221-1140 or email tstricker@brwealth.com

Jul 2015 - Present

Registered Representative, Registered Principal, Investment Advisor Representative

Current
Cetera Financial Specialists

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 client's financial needs and objectives.

Apr 2002 - Present
1 education record

Ted Stricker, Cfp® education

  • University At Albany
    University At Albany
    Economics & Business Administration
FAQ

Frequently asked questions about Ted Stricker, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ted Stricker, Cfp® work for?

Ted Stricker, Cfp® works for Bernath + Rosenberg.

What is Ted Stricker, Cfp®'s role at 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.

What is Ted Stricker, Cfp®'s email address?

AeroLeads has found 2 work email signals at @bernathandrosenberg.com for Ted Stricker, Cfp® at Bernath + Rosenberg.

What is Ted Stricker, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 916 for Ted Stricker, Cfp® at Bernath + Rosenberg.

Where is Ted Stricker, Cfp® based?

Ted Stricker, Cfp® is based in Cedarhurst, New York, United States while working with Bernath + Rosenberg.

What companies has Ted Stricker, Cfp® worked for?

Ted Stricker, Cfp® has worked for Bernath + Rosenberg and Cetera Financial Specialists.

How can I contact Ted Stricker, Cfp®?

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.

What schools did Ted Stricker, Cfp® attend?

Ted Stricker, Cfp® holds B.S., Economics & Business Administration from University At Albany.

What skills is Ted Stricker, Cfp® known for?

Ted Stricker, Cfp® is listed with skills including Retirement Planning, Succession Planning, Wealth Management, Financial Planning, Estate Planning, Investments, Asset Allocation, and Insurance.

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