About
John Gigliello, CFP ®, is a fee-based fiduciary financial planner in Albany, NY, serving individuals age 50+ with thorough preparation and financial investment administration, focused around positive and advanced tax planning. John provides extensive financial preparation & tax consulting services and has 30 years of experience in tax and finance. He is currently FINRA registered with LPL Financial and is assigned by the United States Treasury Department as an Enrolled Agent (EA). This classification enables him to practice and represent his customers before the Internal Revenue Service. John Gigliello, CFP ®, is a fee-based fiduciary financial organizer in Albany, NY, offering individuals age 50+ with extensive planning and investment monitoring, focused around positive and advanced tax planning. John earned his Master's Degree in Accounting and is a former accessory faculty member at Siena College's nationally certified School of Business. He has shown countless accounting courses as well as corporate and personal finance. He has actually worked for KeyCorp, Ayco Financial Planning, and has actually held monitoring positions with Matthew Bender & Co. and Trans World Entertainment. John earned the Accredited Investment Fiduciary ® Designation from the Center for Fiduciary Studies ®, the standards-setting body for Fi360. The AIF ® designation signifies specialized knowledge of fiduciary responsibility and the capacity to implement policies and treatments that satisfy a specified criterion of care. John additionally made a Certificate in Financial Planning from Boston University and, a lot more recently, successfully finished the rigorous CFP ® Certification evaluation to end up being a CERTIFIED FINANCIAL PLANNER .
Keywords
financial advisor