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William Kostecki is listed as Partner - Financial Planning Lead at Emerald Financial Attorney Advisory Group at Emerald Financial Attorney Advisory Group, a company with 9 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at massmutual.com and a matched LinkedIn profile for William Kostecki.
William Kostecki previously worked as Partner - Financial Planning Lead at Emerald Financial Attorney Advisory Group and Financial Planning Associate at Emerald Financial Attorney Advisory Group. William Kostecki holds Finance, Financial Planning And Services from Bloomsburg University Of Pennsylvania.
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As a dedicated financial planner specializing in serving attorneys at prestigious big law firms in New York City, I bring a deep understanding of the unique financial challenges and opportunities that legal professionals encounter throughout their careers. With 10 years of experience in the financial services industry, I have developed a passion for helping attorneys navigate complex financial landscapes and achieve their personal and professional financial goals.What I Do:I provide comprehensive financial planning and investment advisory services tailored to the specific needs of attorneys, including retirement planning, tax-efficient wealth accumulation, estate planning strategies, and partnership compensation analysis. My approach is centered on building long-term relationships based on trust, transparency, and a commitment to delivering personalized solutions that align with my clients' aspirations.Why Choose Me:Specialized Expertise: I specialize in understanding the intricacies of partnership tracks, compensation structures, and career transitions within big law firms, enabling me to offer targeted financial strategies that support my clients' professional journeys.Client-Centered Approach: I prioritize the unique goals and preferences of each attorney client, ensuring that my advice is not only relevant but also actionable and aligned with their evolving needs.Collaborative Partner: I collaborate closely with legal advisors and other professionals to provide integrated solutions that encompass both legal and financial perspectives, fostering a comprehensive approach to wealth management.Let's Connect:I am passionate about empowering attorneys to make informed financial decisions that secure their financial futures. Whether you're planning for retirement, navigating partnership decisions, or seeking strategies to optimize your wealth, I am here to help you achieve your financial goals with confidence and clarity.Let's connect to explore how I can support you in achieving financial success tailored to your unique circumstances and aspirations.
Listed skills include Tax Efficient Investing Strategies, Wealth Management, Risk Management, Insurance Strategies, and 6 others.
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New York City Metropolitan Area
Senior Financial Advisor to lead our team specializing in providing sophisticated financial planning and investment advisory services to associates and partners at prominent law firms in New York City. As a Senior Financial Advisor our team focuses on managing high-net-worth client relationships, offering strategic guidance, and delivering comprehensive.
New York City Metropolitan Area
Junior Financial Advisor, specializing in providing comprehensive financial planning and investment advisory services to associates at prestigious law firms in New York City. As a Junior Financial Advisor, played a crucial role in supporting senior advisors and managing client relationships, ensuring associates receive personalized financial guidance.
Warren, New Jersey, United States
Insurance Representative of MassMutual. Registered Representative of and offers securities through MML Investors Services, LLC, member of the MassMutual Financial Group. OSJ 1140 Route 22 East Suite 202 Bridgewater NJ 08807-2950 (908) 704-1800 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and.
1290 Avenue Of The Americas, 4th Floor, New York, NY 10104
AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.
Dallas, PA
- Responsible for the recruiting and assembly of an intern sales team- Responsible for the scheduling of meetings between NEPA Financial Associates and potential new clients- Work closely with constructed sales team and internship advisor
Bloomsburg, PA
- University Club with $50,000 in grants in which students possess and manage a portfolio on a daily basis, investing in US securities the stock market under Russell 1000- Invest in 10 different sectors, under which I performed in the Financial Sector
Bloomsburg, PA
- Responsible for developing, implementing, and tracking a club budget of $29,000 under the guidance of a faculty/coach advisor; including the disbursement of funds both on campus and while traveling for away games and tournaments- Responsible for coordination and communication with other club presidents, athletic departments, facilities for rental, and.
Rockaway, NJ
-Responsible for the money management and food preparation for large and small groups
West Orange, NJ
-Gained valuable understanding of successful employer-employee relationships-Simultaneously provided outstanding customer service to multiple clients at the same time-Assisted in routine work at the Pro Shop and trained new caddies
Activities and Societies: President of Bloomsburg Club Ice Hockey, Active Member of Bloomsburg Investment Group
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William Kostecki works for Emerald Financial Attorney Advisory Group.
William Kostecki is listed as Partner - Financial Planning Lead at Emerald Financial Attorney Advisory Group at Emerald Financial Attorney Advisory Group.
AeroLeads has found 1 work email signal at @massmutual.com for William Kostecki at Emerald Financial Attorney Advisory Group.
William Kostecki is based in New York City Metropolitan Area, United States, United States while working with Emerald Financial Attorney Advisory Group.
William Kostecki has worked for Emerald Financial Attorney Advisory Group, Massmutual Nj-Nyc, Axa Advisors, Llc, Nepa Financial Associates, and Bloomsburg Investment Group.
You can use AeroLeads to view verified contact signals for William Kostecki at Emerald Financial Attorney Advisory Group, including work email, phone, and LinkedIn data when available.
William Kostecki holds Finance, Financial Planning And Services from Bloomsburg University Of Pennsylvania.
William Kostecki is listed with skills including Tax Efficient Investing Strategies, Wealth Management, Risk Management, Insurance Strategies, Retirement Planning, Financial Services, Investment Advisory Services, and Client Education.
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