David Sterman
Certified Financial Planner at Huguenot Financial Planning
Based in Ulster County, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Ulster County
Industry
Fine Art
Company size
1 to 10
Contact information
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d•••••••@huguenotfinancialplanning.com
Phone
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Background
About David Sterman
Huguenot Financial Planning is a fee-only, hourly-based financial planning firm in New Paltz, NY. Our focus is on strategic retirement planning (including coordination with retirement plans or Social Security income). Talk to us about sustainably responsible investing (SRI), tax-advantaged education funding planning, charitable legacy planning, and more.
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