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Our financial advice team


Max DiSesa, Private Wealth Advisor serving the Poughkeepsie, NY area - Ameriprise Advisors

Max DiSesa

CFP®, AAMS

Private Wealth Advisor

Seven Bridges Wealth Advisors
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Bachelors Degree in Finance and Banking at Virginia Tech

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