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G. Joseph Votava
Directeur Général chez Seneca Financial Advisors LLC
Postes actifs de G. Joseph Votava
Sociétés | Poste | Début | Fin |
---|---|---|---|
Seneca Financial Advisors LLC
![]() Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava. | Directeur Général | - | - |
Historique de carrière de G. Joseph Votava
Anciens postes connus de G. Joseph Votava
Sociétés | Poste | Début | Fin |
---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | 01/01/2012 | 01/01/2015 |
Président | 01/01/2012 | - |
Formation de G. Joseph Votava
University of Dayton | Graduate Degree |
Siena College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Director/Board Member | 1 |
Chairman | 1 |
Chief Executive Officer | 1 |
Sectorielle
Consumer Services | 3 |
Commercial Services | 2 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Seneca Financial Advisors LLC
![]() Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava. | Finance |
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