William Kostecki Email and Phone Number
William Kostecki work email
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William Kostecki personal email
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.
Emerald Financial Attorney Advisory Group
View- Website:
- aagemeraldfinancial.com
- Employees:
- 9
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Partner - Financial Planning LeadEmerald Financial Attorney Advisory Group Jun 2021 - PresentNew York City Metropolitan AreaSenior 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 financial solutions tailored to meet the complex needs of legal professionals.
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Financial Planning AssociateEmerald Financial Attorney Advisory Group Oct 2016 - May 2021New York City Metropolitan AreaJunior 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 tailored to their unique needs and goals.
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Financial Planning AdvisorMassmutual Nj-Nyc Oct 2016 - PresentWarren, New Jersey, United StatesInsurance 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 its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local Sales agencies are not subsidiaries of MassMutual or its affiliated companies. I am licensed to sell insurance and investments in New Jersey and New York. -
Financial Services ProfessionalAxa Advisors, Llc 2015 - Sep 20161290 Avenue Of The Americas, 4Th Floor, New York, Ny 10104AXA 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. -
Finance InternNepa Financial Associates Jan 2015 - May 2015Dallas, 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
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Senior Analyst - BigBloomsburg Investment Group Aug 2014 - May 2015Bloomsburg, 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 -
Club Hockey PresidentBloomsburg Ice Hockey Club Mar 2014 - May 2015Bloomsburg, 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 overnight accommodations where applicable
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AssistantAmerican Barbecue Company Jun 2013 - Aug 2014Rockaway, Nj-Responsible for the money management and food preparation for large and small groups
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CaddieEssex County Country Club May 2012 - Aug 2014West 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
William Kostecki Skills
William Kostecki Education Details
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Financial Planning And Services
Frequently Asked Questions about William Kostecki
What company does William Kostecki work for?
William Kostecki works for Emerald Financial Attorney Advisory Group
What is William Kostecki's role at the current company?
William Kostecki's current role is Partner - Financial Planning Lead at Emerald Financial Attorney Advisory Group.
What is William Kostecki's email address?
William Kostecki's email address is wi****@****axa.com
What schools did William Kostecki attend?
William Kostecki attended Bloomsburg University Of Pennsylvania, East Carolina University.
What skills is William Kostecki known for?
William Kostecki has skills like Tax Efficient Investing Strategies, Wealth Management, Risk Management, Insurance Strategies, Retirement Planning, Financial Services, Investment Advisory Services, Client Education, Customer Service, Annuity Services.
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Bill Kostecki
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William Kostecki
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