Sebastian  Triscari,  CFP<sup>&reg;</sup> - Financial Advisor

Sebastian Triscari, CFP®

MBA,

Principal

Genesis Financial Sevices

270 Madison Ave, Rm 1500
New York, NY 10016-0601
(212) 856-9000 x129

General

Sebastian Triscari is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Genesis Financial Sevices in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources