Deborah M. Lee-Tsai, CFP<sup>&reg;</sup> - Financial Advisor

Deborah M. Lee-Tsai, CFP®

EA

Hudson Heritage Captial Management

20 Baltic Place, Suite 2
Croton On Hudson, NY 10520
FINANCIAL ADVISOR'S WEBSITE
(914) 271-8102

General

Deborah Lee-Tsai is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hudson Heritage Captial Management in Croton On Hudson, NY and the surrounding communities.

Financial Advisor Overview

Financial Practice -
Asset Management
Financial planning: Retirement, Education, Investment, Insurance and Tax planning
Financial Consultation: Divorce Settlement, Work Retirement Plan Advice, Pension/Social Security Benefit Optimization, Healthcare Cost Estimate, and more
Tax Practice -
Tax Preparation, Tax Representation & Tax Planning
 

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Financial Advisor Experience

Financial Advisor & Registered Investment Advisor Representative with various broker dealers and investment management firms from 1999 to present
Tax accountant  with various accounting firms from 2004 to present
Treasurer for non-profit organizations in the past
 
 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ENROLLED AGENT

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Hudson Heritage Capital Management, Inc., a Broker-Dealer, and a Registered Investment Advisor
member FINRA/SIPC/MSRB

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources