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Krystian Cieplucha, CFA

Krystian Cieplucha, CFA

Private Wealth Advisor

Krystian advises business owners and high net worth clients on wealth management and comprehensive financial planning. Clients benefit from the development of a coordinated strategy that is aligned with their goals and values, encompassing investment management programs, retirement planning, wealth protection, tax reduction strategies and estate transfer to future generations. Krystian is a CFA charterholder and member of the New York Society of Security Analysts. He holds a FINRA Series 7 and 66 securities registration and CA insurance license.