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Huguenot Financial Planning
Huguenot Financial Planning is a fee-only investment consulting and financial planning firm that works solely for its clients and does not receive commissions...
Overview
Huguenot Financial Planning is a fee-only investment consulting and financial planning firm that works solely for its clients and does not receive commissions or sell products. It is committed to objectivity and fiduciary standards, designing custom strategies for individual needs. The firm serves New York's Mid-Hudson Valley and clients across the country, and is a member of the Garrett Planning Network.
General information
Firm type
Multi Family Office
Location
City
New Paltz
Principals
David Sterman
CFP, President & CEO
Frequently asked questions
Where is Huguenot Financial Planning located?
The firm's headquarters and any additional offices have not been publicly disclosed. Its geographic footprint is unknown.
Who runs investment decisions at Huguenot Financial Planning?
The principals and leadership team of Huguenot Financial Planning are not publicly named. No sources disclose who oversees investment decisions or operations.
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