Jean-Louis G. Tassart,  CFP<sup>&reg;</sup> - Financial Advisor

Jean-Louis G. Tassart, CFP®

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

General

Jean-Louis Tassart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ICMA-RC in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPCU,CRPC, CRPS

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Property/casualty: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Estate Planning, Employee Benefits, Government & Military, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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