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New York City Advisors

Harvey Spira
New York, NY
Firm
National Asset Management, Inc.
Biography

Harvey focuses on partnering with entrepreneurs, C-level executives, private individuals, and their families, to help them grow their assets and preserve their wealth, building a legacy for people they love and the causes they care deeply about.

Harvey has extensive experience using derivatives to diversify investments.

Harvey's forte is helping corporate executives manage restricted stock and option holdings using Rule 10b5-1 plans.

Calling on a deep network of business experts, successful entrepreneurs seek Harvey's advice in structuring pre-liquidity plans that could maximize the net sales price for a full or partial sale of their business.

Harvey joined UBS in 2007 as a Senior Vice President after 20 years at Bear Stearns & Co., where he was a Managing Director. Prior to this, he worked in the Private Client Services Group at Donaldson Lufkin & Jenrette (now Credit Suisse), where his career in the financial services industry began in 1984.

He felt in order to be completely transparent, independent and conflict-free, the best route to take is to be a fiduciary of clients' assets. He holds Series 7, 31, 63 and 65, as well as life, health insurance, annuity and variable annuity licenses.  He is involved with a number of New York City's charitable organizations and is the former Treasurer of the New York chapter of the Alliance of Merger and Acquisition Advisors.

By limiting the number of clients in the practice, Mr. Spira maintains a strong commitment to providing exceptional client experience.

John Marinaccio
New York, NY
Firm
Joseph Gunnar
Biography

John Marinaccio has been working with individual and business clients for 17 years. He uses his extensive personal and professional experience in all areas of investments and retirement planning to help clients pursue their goals. He is registered to provide a variety of financial products and services including; Fixed Income, retirement planning, estate planning strategies and education funding.

John looks to do three things for his clients; maintain their lifestyle in retirement, protect their current level of wealth, and grow their wealth for future generations or Charitable giving. John passed his series 7, 24, 53, 66,99 and is silled in Asset Management, Securities, Treasury, Mortgage-Backed Security (MBS), and Investment Advisory. He graduated from Pace University and Studied at Fordham University's Graduate School of Business Administration.

Colin Nass
New York, NY
Firm
MMBB Financial Services
Biography

Colin Nass, CFP®, AEP®, RICP®, is a financial planner with over 25 years of financial services experience allowing him to offer personalized guidance to MMBB clients across the country.  His mission is to partner with clients and help them organize their financial lives, prioritize their goals and achieve financial independence.

In addition to working with individual clients, Colin also is the head of Financial Planning at MMBB.  He is a frequent speaker on Retirement Planning, Estate Planning and Financial Wellness.  Prior to joining MMBB, he worked for Lenox Advisors providing financial planning to the firm’s high net worth clients.   Colin has also worked for Deutsche Bank as a Director of Financial Sales and with Merrill Lynch in New York and Hong Kong. 

 Colin holds a B.S. in Optics from the University of Rochester and a Master of International Management degree from Baylor University in Texas.    A lifelong learner, Colin has received several financial planning designations including:

a.       CFP® - (Certified Financial PlannerTM)

b.      RICP® -- (Retirement Income Certified ProfessionalTM)

c.       AEP® -- (Accredited Estate PlannerTM)

Colin is a member of the Financial Planning Association (FPA).

Karen Altfest
CFP
New York, NY
Firm
Altfest Personal Wealth Management
Fee Structure
Fee-Only
Biography

Karen Caplan Altfest, Ph.D., is a Principal Advisor and Executive Vice President of Client Relations. She helps many of the firm’s clients on a variety of investment and financial planning issues.

Karen is frequently a speaker on the subject of women and money and conducts educational seminars for recent widows and people looking to retire. She is often interviewed by the national media and wrote a monthly Financial Question and Answer column for All You magazine. Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are popular with clients.

In 2017, Forbes named Karen Altfest to their list of "America's Top 200 Women Advisors." Investment News identified Karen as one of the "Top 20 Most Influential Women to Watch" in 2015, and Financial Times placed Karen on their list of "Top 100 Women Financial Advisors" in 2014. Previously, InvestmentNews recognized her with their Community Leadership Award, and Worth magazine named Karen one of the "Best Financial Advisers" in the United States. She has been named one of the "120 Best Financial Advisers" by Medical Economics, and selected as "Planner of the Month" and one of "100 Top Advisors" by Mutual Funds magazine. In 2013, Financial Planning magazine honored Karen in a cover story with the Lifetime Achievement Influencer Award, as an advisor who over the course of her career, has empowered women and pushed the financial planning industry to higher levels. Wealth Manager named Karen one of the "50 Distinguished Women in Wealth Management" in 2008 and 2009.

She is also listed in "Who’s Who of American Women" and in 2007 was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York in recognition of her skills in combining the business world with that of academia. 

Karen’s most recent book, Keeping Clients for Life, was published by John Wiley & Sons in 2001. An earlier book, Lew Altfest Answers Almost All Your Questions About Money, which she co-wrote, was published by McGraw-Hill and was named one of the best financial planning books by Money magazine.

Karen received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation. She is a member of the Financial Women’s Association and is on the board of directors of Temple Shaaray Tefila in Manhattan. Karen is co-chair of the Alumni Professional Development Task Force of the Graduate Center of CUNY, serves on the CUNY Graduate Center Foundation Board, sits on McGill’s Alumni Board of New York, and is a founder and former chair of the New York Common Pantry. She is also the president of her co-op Board.

Karen is a former President and Chairperson of the New York Chapter of the Financial Planning Association (FPA) and a former Chairperson of the Northeast Region of the National Association of Personal Financial Advisors (NAPFA). She was the co-Director of the Financial Planning and Investments Program at The New School in New York City and the Coordinator of the Certified Financial Planner™ program, a professional program for financial planners, which she originated at Pace University in White Plains, New York.


Elizabeth Caputo
New York, NY
Firm
Heron Wealth
Biography

Elizabeth works with clients to compile data and prepare financial planning reports, and educates clients on how to make use of the Heron Wealth planning tools.

Elizabeth brings an extensive background in relationship management, including more than a decade in sales with The New York Times.  Her initial projects at Heron included the successful transition of client data to our current technology platform. 

Elizabeth holds a Bachelor of Arts in Communication and Information Science from the University of Alabama and is currently enrolled in the Certified Financial Planner™ curriculum at New York University.

A long time member of the New York Junior League, Elizabeth currently chairs the Personal Empowerment Project, a committee dedicated to introducing a variety of careers and mentoring for girls in East Harlem age 11-19.

Samantha Gorelick
CFP®
New York, NY
Firm
Heron Wealth
Fee Structure
Fee Only
Biography

Samantha Gorelick, a CERTIFIED FINANCIAL PLANNER™, educates young professionals about financial planning and investments so they can feel knowledgeable and empowered along the path to their financial goals.

Samantha received a Bachelor of Arts degree from Bard College, majoring in Environmental Studies. She pursued graduate studies at Prescott College in Social Ecology and completed the Financial Planning curriculum at New York University.

Samantha’s broad range of previous experiences include managing a full service real estate firm in New York City, creating her own business line of jams with her company Gorelick Preserves, and working for a farm-to-table operation at Fishkill Farms.

Passionate about gardening and food preservation, Samantha keeps a vegetable garden in the country and enjoys adventuring outside of the city as often as possible.

Rahimul Taher
Brooklyn, NY
Firm
Taher Financial Planning
Fee Structure
Fee-Only
Biography

Rahimul Taher began Taher Financial Planning because he loved the idea of being able to help people build a solid financial life, especially people like him who are passionate about making the most of their lives.

After having worked in places like the New York State Senate, The NYC Mayor's Office, The Brooklyn District Attorney's Office and the Better Business Bureau, Rahimul grew dissatisfied with the amount of work being done towards social good. After developing a serious interest in finance, he began looking into financial planning as a way for him to add a positive contribution to the world. Eventually, he found his passion to help other young people get their finances together and build wealth. However, finding that other financial planning firms were not able to service young people, he created a financial planning firm with a focus on ethical policies & cost-effective prices. Taher Financial Planning gives him freedom to do financial planning the way he thinks it should be done.

Despite receiving job offers from multiple financial planning firms, none met his standards because of their troubling ethics, high pricing and lack of focus on millennials. Thus, Rahimul created a financial planning firm with a focus on ethical policies & cost-effective prices.

Created for millennials in their twenties and thirties, Rahimul specifically works with career professionals, new families & business owners to help them achieve the life of their dreams.

Andrew Altfest
CFP®
New York, NY
Firm
Altfest Personal Wealth Management
Fee Structure
Fee-Only
Biography

Andrew Altfest advises clients about their personal finances and drives financial planning strategies for team members across the firm. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. He was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 & 2013, and most recently was ranked in the top 15% on the inaugural 2017 Forbes List of America's Top Next-Generation Wealth Advisors. Additionally, he leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

As a leader of Altfest Personal Management, Andrew has spearheaded a number of initiatives as part of his role to expand the firm, including organizing different practices focused on segments, launching private equity solutions, directing the firm’s Young Professionals group aimed at millennials, further formalizing investment processes, and introducing a new technology mandate, including digital planning, to enhance decision-making, client experience, and productivity.

Andrew joined the firm in 2003. He received his B.A. with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business, where he served as head of The Honor Board. He has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared in the press, including The Wall Street Journal, Bloomberg News, and Dow Jones Newswire.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the NY chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy, mentors young advisors and NYU’s CFP students, and serves on the Junior Advisory Board of the NY Common Pantry.

In his free time, Andrew enjoys running, biking, new restaurants, traveling & learning about different cultures.

Douglas A. Boneparth
CFP®, AIF®, MBA
New York, NY
Firm
Bone Fide Wealth, LLC
Fee Structure
Fee-based
Biography

Early in his career, Douglas A. Boneparth became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. In 2016, he was named to the InvestmentNews Top “40 Under 40”* and to CNBC's Digital Financial Advisory Council in 2018. He is also the co-author of The Millennial Money Fix (Career Press 2017), which helps Millennials learn the reasons for their financial challenges and provides the mechanics for their solutions. He serves as the CFP Board Ambassador for New York, educating the public about how financial planning with CFP® professionals can help people achieve their financial goals. There are only 50 certified financial planners honored with this distinction worldwide.

Douglas has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. While servicing the needs of his diverse book of business, he noticed a gaping hole in the industry: advice for Millennials, his peers.  So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.

To bring financial literacy and empowerment to Millennials, Douglas conducts speaking engagements across New York City, including at the NYU School of Law and NYU Stern School of Business, and with partner organizations such as Experian, SoFi and CommonBond. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students. Douglas is a leading media source on Millennial finance, appearing on CNBC’s On The Money and Nightly Business Report, ABC’s World News Tonight and Good Morning America and Cheddar, as well as in The New York Times and The Wall Street Journal, among many others. Visit the press page for access to his featured videos and articles.

Ilan Folman-Cohen
New York, NY
Firm
Joel Isaacson & Co. Inc.
Biography

In 2006, Ilan Folman-Cohen graduated from Northeastern Univ. with a BS in Business Administration with concentrations in Management and Marketing. Shortly after​ he moved to NYC with $1,000 and immediately began working as a business-to-business salesman. After 3 months of bare bones living and sleeping on his brother's floor he was able to pay for an apartment and begin to sleep on his own floor. 

Next, Ilan began prioritizing the purchase of assets over goods. Over the next 3 years he independently studied personal finance and found a passion in teaching others about the topic. 

This led Ilan to start volunteering at The Financial Clinic, a 501(c)(3) non-profit organization that provides financial coaching to working poor families and individuals. He began working with The Financial Clinic full-time in 2010. During his time with The Clinic he provided financial coaching to 1500 individuals which included veterans, domestic violence survivors, families, students and staff in 4 Community Colleges and 5 Community Based Organizations. He presented on personal finance concepts and money theory countless times, was a VITA Certified tax preparer, and ran dozens of workshops on credit and asset building. 

In March of 2013 Ilan moved to the private sector and began working as a Financial Planner with Financial Asset Management Corporation, an independent fee-only financial planning firm in Manhattan. 

Currently, Ilan works at Joel Isaacson & Co. a fee-only financial and tax planning firm in Manhattan. He and his team provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation. 

Ilan is a CFP® professional, an active member of the Financial Planners Association (FPA), National Association of Personal Financial Advisors (NAPFA), and serve on the NY Chapter FPA Pro Bono Committee. 

Michael Kennedy 3
New York, NY
Firm
Capital Focused
Biography

Michael Kennedy has been helping individuals, their families and businesses achieve their financial goals in Australia for the last 16 years. Michael was previously a senior financial planner with National Australia Bank and prior to that worked with Macquarie Bank.

Michael has the following qualifications, memberships and experience; Masters of Financial Planning, Advanced Diploma of Financial Services (Financial Planning), Financial Planning Association (FPA) Membership, and SPAA SMSF Specialist Advisor Accreditation.

As a financial planner, Michael's role is to advise clients on the most effective strategy to grow their funds in line with their aspirations, lifestyle, and needs. Keeping up with global market trends and government regulations concerning tax, superannuation and business structures requires time and a profound understanding of financial information.

With more than 16 years in the finance industry including working for NAB, Macquarie and ANZ, and now as Director of Capital Focused Financial Planning, Michael has developed a solid track record of assisting clients with differing goals and business complexities to achieve financial security.

Overall, Michael's role is to act as his client's trusted advisor and confidante on all financial matters whether that involves short term goals or playing the long game to secure their future and that of their families. Specifically, he works with clients to plan for and transition to retirement, develop tax-reduction strategies, protect their family through life insurances and prepare their estate for the next generation.

Viktoria Kamin
New York, NY
Firm
Financial Asset Management Corporation
Biography

Viki joined the FAM team in 2005, and plays a key role in FAM’s client and office management. She advises clients on all aspects of their financial lives through the development and implementation of financial plans. Viki is instrumental in creating, implementing and monitoring investment portfolios. She also leads new employee training.

Prior to joining FAM, Viki was a Personal Banker at Bank of New York and LBS Bank-New York.

Viki earned her CERTIFIED FINANCIAL PLANNER™ certification from New York University (NYU) and graduated from SUNY Albany, with a BS in Business Administration and a concentration in Finance and Marketing. Currently, Viki is studying to become a Certified Divorce Financial Analyst.

She is a member of the Financial Planning Association (FPA) and volunteers for the FPA of New York chapter.

In her spare time, Viki actively volunteers in the community. She served as a Team Leader of the 9/11 Ceremonies for New York Cares and currently is on the volunteer ski safety patrol for Windham Mountain. Viki has completed six NYC Marathons.

Scott Kahan
New York, NY
Firm
Financial Asset Management Corporation
Biography

Dedicated to his profession, Scott has committed a substantial amount of his time to play an integral role in the advancement of the financial planning profession. As an active member of the Financial Planning Association (FPA), and its predecessor organization the Institute of Certified Financial Planners (ICFP), Scott served on the National Board of Directors from 1997-2001. He has continued his involvement with FPA by chairing a number of FPA’s educational conferences as well as serving on the Leadership Development committee and Practitioner Advisory Council. He currently serves on the Past President’s Council for FPA of New York. He is also a member of the Editorial Advisory Board for the Journal of Financial Planning – a national FPA publication. Scott currently serves as a Trustee on the Board of Trustees for the Foundation For Financial Planning, a non-profit organization supporting the delivery of pro bono financial planning to those in need.

Scott’s knowledge and experience led him to educating future financial planners at the financial planning programs of Marymount College, Baruch College and New York University (NYU) – where as an Adjunct Associate Professor of Financial Management at NYU, he was a recipient of the "Award for Teaching Excellence." Companies such as Citibank, JP Morgan Chase and Bank of New York have turned to Scott to prepare their ranks of advisors for the CFP® exam. He also has consulted on financial aid and college funding matters on behalf of the College Board.

The media turns to Scott regularly as a credible source to discuss investment and financial planning related issues. His on-air appearances include: Nightline, CNBC, CNN, FOX and ABC Evening News. He has appeared in both print and online for such outlets as The Wall Street Journal, The New York Times, Money Magazine, Time, Business Week, Crain’s New York Business, CNNfn.com, and SmartMoney.com. He also contributed to the books So You Want to Be a Financial Planner, Inc. Yourself and The Encyclopedia of Financial Planning.

Along with volunteering for his professional association, Scott is an active volunteer for the community at large. He regularly provides seminars for parents on college planning at the local high school. He has served as board member and treasurer for the Board of Directors for the Horace Greeley Scholarship Fund, a fund that makes up "the difference" between the actual costs of college and all other financial resources available to students and their families. In 2011 and 2012, Scott served on the Board of Directors for the Financial Clinic, an organization that exists to build working poor people’s financial security by addressing their immediate financial challenges and helping them create trajectories for long-term goals and financial mobility.

Scott earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and received his Bachelor of Arts Degree from Syracuse University.

James Ciprich
New York, NY
Firm
RegentAtlantic
Biography

Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.

He is regularly asked to speak at Continuing Care Retirement Communities, client events, and is frequently quoted in the media. He holds the CERTIFIED FINANCIAL PLANNER™ certification. He has an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College, and has served as an Adjunct Professor at Fairleigh Dickinson University where he taught prospective financial planners in the CFP®program. Previous to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland. There, he advised high-net-worth attorney clients on investing, insurance and financial planning issues, while working with multiple county and state bar associations. Jim currently serves as the Treasurer/Secretary for the Estate and Financial Planning Council of Central New Jersey.  He is also serves on the board of trustees for the Morristown United Methodist Church where he volunteers his time in youth education, finance committee and audio/video committee. 

Jim has spent recent summers also volunteering with Appalachia Service Project, rebuilding homes for underprivileged families.  Prior to his career in financial services, Jim held several marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.

Erika Safran
New York, NY
Firm
Safran Wealth Advisors LLC
Biography

Erika has shared financial advice as a guest on CNBC, CNN, NY1, BBC News, The Early Show on CBS, and That Money Show on PBS. Erika has also been featured as a financial expert in The New York Times, Wall Street Journal, CNN Money Watch, US News & World Report, Investment Advisor, Business Week, Money, Reuters, USA Today, and more.

Erika has contributed her financial expertise to financial and investment case studies published in Kiplingers, Black Enterprise, Financial Planning Magazine, Newsday, Physician’s Personal Advisory, Advance for Nurse Practitioners Magazine, and Doctor’s Digest. She was recognized as a leading adviser in Medical Economics and included in their annual list of 2013 Best Financial Advisers for Doctors.

A financial literacy advocate, she frequently lectures at The 92nd Street Y, AARP & The New York Public Business Library. Erika is an adjunct faculty member for Baruch College’s CFP® program, and is a former adjunct at NYU. As a volunteer in HSBC’s “Financial Backpack” program, she provides financial education to high school and college students.

Erika is a member of the Financial Planning Association of New York, serving as Director of Education. She is a former Vice President of the NY Chapter of The American Woman’s Society of Certified Public Accountants. She is a current member of the Financial Women’s Association of NY. 

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