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Financial Planning Advisors, Certified Financial Planners (cfp)

Certified Financial Planners

Michael Kay Financial Life Planning Michael Kay, CPA, CFP®, Financial Focus President, has worked as an executive in the financial industry since 1976. Michael teaches in the CFP® program in Taxation at New York University, also teaches at Fairleigh Dickinson University's Madison, NJ, campus, and is an expert in the areas of financial and tax planning, personal investment strategy and wealth management. Michael has attended the Financial Life Planning training at Money Quotient as well as the Kinder Institutes’ “Seven Stages of Money Maturity,” and employs the skills and concepts of Financial Life Planning with his clients.

Michael is also the author of "The Business of Life: An 'Inside-Out' Approach to Building a More Successful Financial Planning Practice," published in November, 2010. Written for financial advisors, it provides a step-by-step guide for those who want to shift the way they manage their practice and integrate life planning into their work with clients.

Contact Michael at mkay@Financial-Focus.net.

Metro J. Duda, Jr. Life TransitionsMetro J. Duda, Jr., CFP®, ChFC, CLTC, Vice President at Financial Focus, has been in the financial services industry since 1983.  Metro has attended the Financial Life Planning training at Money Quotient and employs the skills and concepts of Financial Life Planning with his clients. He specializes in working with high net-worth individuals, business owners and professionals, in both financial life planning and portfolio management. 

Contact Metro at mduda@Financial-Focus.net

Hugues Rivard - CFPHugues Rivard, MBA, CFP®, earned his MBA in finance and organizational behavior from the J.L. Kellogg Graduate School of Management at Northwestern University, and his B.A. in mathematical economics from Colgate University. Prior to joining Financial Focus, Hugues spent more than six years as a Private Client Manager at Assante Global Advisors/Loring Ward Capital Management, in New York and Los Angeles. He provided life management services to high-net-worth individuals, including financial planning and portfolio management, insurance planning, wealth transfer and charitable giving. Hugues has attended the Financial Life Planning training at Money Quotient.  He also brings financial services experience as an investment banker with CIBC Wood Gundy in Montreal, and Goldman Sachs & Co. in New York

Contact Hugues at hrivard@Financial-Focus.net

Charles P. Weidman Wealth ManagementCharles P. Weidman, MBA, CFP®, has 25 years of financial services experience, working with institutional clients, money managers, hedge funds and individuals. Charlie has an MBA in Finance from DePaul University, is licensed for insurance products (life, disability, long term care), holds a certification in long term care planning (CLTC), and has completed the Certified Financial Planning curriculum at The American College. Charlie specializes in retirement planning and investment advisory services.

Contact Charles at cweidman@Financial-Focus.net

William G. Timpson, CFP®, joined our team in May 2008. He received a BA from Fairfield University and recently passed the certification exam to become a CERTIFIED FINANCIAL PLANNER® professional. Bill has extensive experience in computer programming and information technology. Financial Focus benefits from his technical expertise and his broad base of financial planning knowledge.

Contact Bill at wgtimpson@Financial-Focus.net

Financial Focus Advisors

Antoinette Bergwall joined the Financial Focus team in July 2011. She holds a BS in Finance from Fairleigh Dickinson University. Prior to joining Financial Focus, she had been a senior vice president with Bank of America since 1993, where she led a team of 43 financial advisors who were responsible for meeting the financial advisory needs of high-net-worth individuals. Antoinette believes that the key to successful client relationships is to recognize that every client is unique and each financial plan should be tailored to the client's goals and objectives. When this is accomplished it is a win-win for everyone.

Contact Antoinette at abergwall@Financial-Focus.net

Olga Raykhelson Financial ServicesOlga Raykhelson, a financial advisor with an MBA in investment finance, has been in the financial industry since 1987. Her previous experience includes work as an analyst at investment bank Kidder, Peabody and Co. Olga has attended the Financial Life Planning training at Money Quotient and employs the skills and concepts of Financial Life Planning with her clients.  In addition, Olga serves as our office principal.

Contact Olga at (212) 249-8834 or by email: oraykhelson@Financial-Focus.net

Client Service Team

Patrice Nicita Asset Distribution PlanningPatrice Nicita joined Financial Focus in 1999. She handles all office responsibilities.

Contact Patrice at pnicita@Financial-Focus.net

Kathy Molinaro Financial FutureKathy Molinaro has been with Financial Focus since 2005. She is responsible for scheduling appointments and processing applications.

Contact Kathy at kmolinaro@Financial-Focus.net

Ashley Fox Money ManagementAshley Fox joined us in 2007 and is “The Voice" of Financial Focus. Her responsibilities include office schedules and client relations. 

Contact Ashley at afox@Financial-Focus.net

Jean McAllisterJean H. McAllister joined Financial Focus in early 2011. She has a BS in Finance and Economics from Boston College and has passed the CFP® Board Certification Exam. Jean’s past experience includes several years working in the trust and investment industry with such firms as U.S. Trust and Bankers Trust. Jean works closely with our financial advisors in analyzing and creating client financial plans.

Contact Jean at jmcallister@Financial-Focus.net

Ashley D. Mojka Ashley D. Mojka , joined Financial Focus in September 2011, from RegentAtlantic Capital, LLC where she was an analyst. Ashley is a graduate from Wake Forest University with a BS in Finance and a minor in French. While in college, she studied abroad at the American University of Paris and visited Calcutta, India on a service trip to work with the Missionaries of Charity.

Contact Ashley at amojka@Financial-Focus.net