I enjoy finding out what is important to people and then helping them put together a financial strategy so that they can achieve their goals. Before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else?
I believe that the key qualities of a good financial advisor are listening to their clients' questions and concerns and asking the right questions in return. No one will care more about your money that doesn't have your last name.
My skills gathered from previous work experience include several years in retail automotive sales, including training and recruiting, as well as time spent in education, working in private schools as an administrator and teacher. I am very comfortable in describing concepts and terms using language that makes sense for clients. I understand the importance of family, with four children of my own and two grandchildren.
I am involved in the community in many ways. I am president and on the board of the Cohoes Rotary Club and also volunteer my time and resources at numerous organizations dealing with homelessness and food insecurity.
My ideal client is one who is serious about their financial future, has a long-term perspective and wants to partner with me on their journey.
I get excited when I can help clients feel more comfortable and at ease with their financial future. If you spent more time last year planning your vacation than planning your retirement, we should talk.
- Retirement Savings Strategies
- New Investors
- Socially Conscious Investing
- College Savings
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address125 Wolf Road Ste 505
Albany, NY 12205
Phone NumberRoderick D Sipe at (518) 459-2271
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