Jeff Seitz, CFP®, CIMA®
New York City Metropolitan Area
156 followers
150 connections
New York City Metropolitan Area
156 followers
150 connections
About
Financial Services Professional/Educator experienced in wealth management, fixed income…
Activity
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Talking about risk with Nate Silver, founder of FiveThirtyEight, Substack writer of “Silver Bulletin,” and author of “ON THE EDGE: The Art of Risking…
Talking about risk with Nate Silver, founder of FiveThirtyEight, Substack writer of “Silver Bulletin,” and author of “ON THE EDGE: The Art of Risking…
Liked by Jeff Seitz, CFP®, CIMA®
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I am thrilled to announce I’ve officially joined Mike Turi, CFP® APMA™ as Managing Partner and Lead Financial Planner at Upbeat Wealth! This move…
I am thrilled to announce I’ve officially joined Mike Turi, CFP® APMA™ as Managing Partner and Lead Financial Planner at Upbeat Wealth! This move…
Liked by Jeff Seitz, CFP®, CIMA®
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Maya Watson🎉 At Facet, we are…
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Maya Watson🎉 At Facet, we are…
Liked by Jeff Seitz, CFP®, CIMA®
Experience
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Education
Licenses & Certifications
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Certified Retirement Plan Specialist CRPS®
College of Financial Planning
Organizations
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Financial Planning Association (FPA)
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Investment Management Consultants Assocation (IMCA)
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More activity by Jeff Seitz,
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Small-cap stocks are quickly making big inroads against the S&P 500 — including some of its winners like Nvidia $NVDA. And ETFs offer a way to play…
Small-cap stocks are quickly making big inroads against the S&P 500 — including some of its winners like Nvidia $NVDA. And ETFs offer a way to play…
Liked by Jeff Seitz, CFP®, CIMA®
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jesse Wideman Jr., CFP® & Cynthia…
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jesse Wideman Jr., CFP® & Cynthia…
Liked by Jeff Seitz, CFP®, CIMA®
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Exciting week for us at Rise & Shine !! 🗣️ We had the privalage of being a gold sponsor at Digital Asset Connections and speaking to an audience of…
Exciting week for us at Rise & Shine !! 🗣️ We had the privalage of being a gold sponsor at Digital Asset Connections and speaking to an audience of…
Liked by Jeff Seitz, CFP®, CIMA®
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This review is EXACTLY why I founded RentSpree. A market shift has already occurred and renting is the new norm for millions of Americans. Agents…
This review is EXACTLY why I founded RentSpree. A market shift has already occurred and renting is the new norm for millions of Americans. Agents…
Liked by Jeff Seitz, CFP®, CIMA®
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jeff Seitz, CFP®, CIMA® & Chase…
Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Jeff Seitz, CFP®, CIMA® & Chase…
Liked by Jeff Seitz, CFP®, CIMA®
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I recently had the privilege to be interviewed by Shoutout LA, a magazine that highlights creatives across the U.S. I'm so grateful for the…
I recently had the privilege to be interviewed by Shoutout LA, a magazine that highlights creatives across the U.S. I'm so grateful for the…
Liked by Jeff Seitz, CFP®, CIMA®
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Don’t let your political concerns derail your long-term investment strategy. Elections are important, and the president of the United States can…
Don’t let your political concerns derail your long-term investment strategy. Elections are important, and the president of the United States can…
Liked by Jeff Seitz, CFP®, CIMA®
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It was a pleasure to visit Walt Whitman High School alongside my fellow alumni and current FSC peers Alan Veliz & Alfonso DiFilippo. We welcomed over…
It was a pleasure to visit Walt Whitman High School alongside my fellow alumni and current FSC peers Alan Veliz & Alfonso DiFilippo. We welcomed over…
Liked by Jeff Seitz, CFP®, CIMA®
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RentSpree was created to simplify rental transactions for agents through a streamlined system. We are thrilled to see our efforts recognized by U.S…
RentSpree was created to simplify rental transactions for agents through a streamlined system. We are thrilled to see our efforts recognized by U.S…
Liked by Jeff Seitz, CFP®, CIMA®
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“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
“It’s resonating everywhere.” If we join together, we can implement #phonefreeschools by the fall. The data is out there — drops in anxiety, increase…
Liked by Jeff Seitz, CFP®, CIMA®
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Remember when it was cool to be a decent human being in public? How great would it be if we could go back to that You know…when people didn’t…
Remember when it was cool to be a decent human being in public? How great would it be if we could go back to that You know…when people didn’t…
Liked by Jeff Seitz, CFP®, CIMA®
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“Wellness” is the clients’ expectation. Making #wellness a business is the next big leg up for advisory firm growth. See the June cover story in…
“Wellness” is the clients’ expectation. Making #wellness a business is the next big leg up for advisory firm growth. See the June cover story in…
Liked by Jeff Seitz, CFP®, CIMA®
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