Working toward your goals It starts with a strategic plan
Gerry Spitzer, CPWA®, CRPC®, CEPA®
Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
Chartered Retirement Planning Counselor (CRPC®)
212-626-8911
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
My perspectives
Insights