Meet Anthony Cucinotta...
|
Tony Cucinotta is a full service financial planning
professional with more than 25 years experience in the financial services
industry. He spent five years at Chase Manhattan Bank in New York City in
the Trust and Investment Bank Division and the Middle Market Commercial
Lending Division. Tony started his financial planning practice in 1980 and
is securities and life and health insurance licensed. He is a registered
investment advisor, holds an MBA in accounting and is a member of the
Society of Financial Service
Professionals. |
Windham Financial Services serves individual and business
clients throughout the the tri-state area from its northwestern (Newton) New
Jersey location and Tony’s association with Strategies for Wealth
Creation and Protection located in the heart of New York City’s
financial district. This alliance has proven to be a very powerful combination
for our clients. We pride ourselves in being a valuable resource to attorneys,
CPA’s and other professionals in assisting them with quality advive, products
and services for their clients. Many of these professionals who entrust their
clients to us are also clients of Windham Financial Services.
While most people immediately think of financial products when they hear the
words “financial planning”, Tony enjoys educating new clients about the
importance of process and strategy which need to preceed any true understanding
of money and financial products. As a LEAP® licensed
financial representative, Tony practices the LEAP SYSTEM of
Personal Financial EngineeringTM and
Personal Estate Engineering. This macroeconomic planning
process utilizes principles of finance, economics and taxation to help clients
better understand money and to create the ideal financial plan.
© 2004 LEAP SYSTEMS, Inc.