Ted Stricker, Cfp®

Ted Stricker, Cfp® Email and Phone Number

I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect @ Bernath + Rosenberg
Ted Stricker, Cfp®'s Location
Cedarhurst, New York, United States, United States
Ted Stricker, Cfp®'s Contact Details

Ted Stricker, Cfp® personal email

n/a

Ted Stricker, Cfp® phone numbers

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.

Ted Stricker, Cfp®'s Current Company Details
Bernath + Rosenberg

Bernath + Rosenberg

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I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect
Ted Stricker, Cfp® Work Experience Details
  • Bernath + Rosenberg
    Partner & Certified Financial Planner™
    Bernath + Rosenberg Jul 2015 - Present
    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
    View
  • Cetera Financial Specialists
    Registered Representative, Registered Principal, Investment Advisor Representative
    Cetera Financial Specialists Apr 2002 - Present
    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.
    View

Ted Stricker, Cfp® Skills

Retirement Planning Succession Planning Wealth Management Financial Planning Estate Planning Investments Asset Allocation Insurance Long Term Care Asset Management Business Planning Practice Management Public Speaking Influencer Marketing

Ted Stricker, Cfp® Education Details

  • University At Albany
    University At Albany
    Economics & Business Administration

Frequently Asked Questions about Ted Stricker, Cfp®

What company does Ted Stricker, Cfp® work for?

Ted Stricker, Cfp® works for Bernath + Rosenberg

What is Ted Stricker, Cfp®'s role at the current company?

Ted Stricker, Cfp®'s current role is I Help Families & Business Owners Plan for Retirement | Partner and CERTIFIED FINANCIAL PLANNER™ at Bernath + Rosenberg | Let’s Connect.

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

Ted Stricker, Cfp®'s email address is te****@****rth.com

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

Ted Stricker, Cfp®'s direct phone number is (916)-384*****

What schools did Ted Stricker, Cfp® attend?

Ted Stricker, Cfp® attended University At Albany.

What skills is Ted Stricker, Cfp® known for?

Ted Stricker, Cfp® has skills like Retirement Planning, Succession Planning, Wealth Management, Financial Planning, Estate Planning, Investments, Asset Allocation, Insurance, Long Term Care, Asset Management, Business Planning, Practice Management.

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