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Our financial advice team


John Gleeson, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

John Gleeson

MSFS, CFP®, ChFC®, CFS®, APMA®

Financial Advisor

Managing Partner of
Kuttin Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance

Interests

  • Spending time with family
  • Golf
  • Skiing
  • Martial Arts
  • Sport fishing

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CFS® Certified Fund Specialist