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Vincent R. Stempien, CFP

(on crossways park drive)
Financial Services in Woodbury, NY
Financial Services

Location

250 Crossways Park Drive
Woodbury, NY
11797

About

Vincent Stempien has been a Certified Financial PlannerTM for twelve years. He was one of the first certificants to become licensed by taking a rigourous two day national exam. He has actively used these skills to develop lasting client relationships. He spent over thirty years of continuous service with Citibank/Citigroup. During his last twelve years with Citibank, he was a Vice President in the Private Banking Group working with high net worth clients providing financial planning services, personal loans, mortgage financing, investment planning and estate planning to his client base. A major part of his current practice involves working with attorneys/Partners at major law firms. He is most proud of his ability to establish himself as a "trusted professional" to all of his clients.In addition to his CFP designation, Vincent has a B.A. from Trinity College in Hartford, Ct. and a MBA from New York University. He holds Series 7,24 and 65 Securities licenses and is a Registered Investment Advisor Representative. He is also licensed for Life, Accident, Disability, and Health Insurance and holds a New York State Real Estate license.

Information

Company name
Vincent R. Stempien, CFP
Category
Financial Services

FAQs

  • What is the phone number for Vincent R. Stempien, CFP in Woodbury NY?
    You can reach them at: 516-677-6291. It’s best to call Vincent R. Stempien, CFP during business hours.
  • What is the address for Vincent R. Stempien, CFP on crossways park drive in Woodbury?
    Vincent R. Stempien, CFP is located at this address: 250 Crossways Park Drive Woodbury, NY 11797.