My Approach

Kuttin & Associates uses the collective knowledge and experience of all its members to serve clients and provide a more complete view of your finances from different perspectives. You can also enjoy the support of the vast resources of Ameriprise Financial, which includes hundreds of specialists in the challenging areas of investment, trusts, taxes and more. Together, our local team with the resources of our corporate office can help you plan to reach your financial goals.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. Ameriprise also offers flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Traveling To One New Country Every Year
  • Training & Teaching Nokado / Jiu Jitsu
  • Playing Beach Volleyball with Family & Friends
  • Coaching Long Island Youth Soccer Teams

Community Participation

JDRF - Juvenile Diabetes Research Foundation International

Marcie Mazzola Foundation "Helping Children in Need"

March of Dimes Foundation

National Stroke Association

Make-A-Wish Foundation

The Bridge to Life Inc.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Experience

13

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • REGISTERED FINANCIAL CONSULTANT
  • CFS®  Certified Fund Specialist
  • CAS® Certified Annuity Specialist
  • Series 7, 66, Life, Accident & Health Licensed
View Definitions

Education

  • B.S. - Finance & Management, University at Albany Business School, Albany NY

My Videos

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My Photos Show Thumbnails

Women and Investing Day with a little pampering for our women clients at T Carlton Salon.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.