Kristian CPA

Associate Advisor at Fieldpoint Private - Greenwich, CT, US

Kristian CPA's Colleagues at Fieldpoint Private
Tyler Catalano

Vice President - Senior Portfolio Consultant

Contact Tyler Catalano

Maria Elena Ferrer

Managing Director & Senior Private Banker

Contact Maria Elena Ferrer

Stacey Cole

Managing Director/Senior Advisor

Contact Stacey Cole

Joe Fernandez

Managing Director & Senior Advisor

Contact Joe Fernandez

View All Kristian CPA's Colleagues
Kristian CPA's Contact Details
HQ
203-413-9300
Location
Company
Fieldpoint Private
Kristian CPA's Company Details
Fieldpoint Private logo, Fieldpoint Private contact details

Fieldpoint Private

Greenwich, CT, US • 100 - 249 Employees
Financial Services

Fieldpoint Private provides personalized, confidential wealth planning and private banking services. Headquartered in Greenwich, Connecticut, with offices in New York and throughout the southeast, the firm has more than $1 billion in bank assets and $5 billion in wealth management assets. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of wealth management and strategy, family office, private banking and business banking services. Though a comprehensive understanding of clients' individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time. Banking Services: Fieldpoint Private Bank & Trust, Member FDICRegistered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, MSRB, SIPC.

Wealth Management Private Banking Commercial Banking Trust and Estate Planning B2B Financial Services Financial Advisory Services
Details about Fieldpoint Private
Frequently Asked Questions about Kristian CPA
Kristian CPA currently works for Fieldpoint Private.
Kristian CPA's role at Fieldpoint Private is Associate Advisor.
Kristian CPA's email address is ***@fieldpointprivate.com. To view Kristian CPA's full email address, please signup to ConnectPlex.
Kristian CPA works in the Financial Services industry.
Kristian CPA's colleagues at Fieldpoint Private are Frazier Caner, Tyler Catalano, James Laviolette, Tara Mulcahey, Maria Elena Ferrer, Stacey Cole, Joe Fernandez and others.
Kristian CPA's phone number is 203-413-9300
See more information about Kristian CPA