Certified Financial Planners
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.
Hugues 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
William G. Timpson, CFP® provides comprehensive financial life planning and wealth management services to help individuals gain financial security while achieving their life goals. He works with people of all ages and lifestyles, and specializes in addressing the unique financial and life planning needs of unmarried couples and nontraditional families. His broad range of skills and interests include complex estate planning as well as asset protection and asset transfer strategies. Bill is a graduate of Fairfield University, has attended Financial Life Planning training at Money Quotient, and is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Contact Bill at wgtimpson@Financial-Focus.net
Olga Raykhelson,CFP® 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.
Contact Olga at (212) 249-8834 or by email: oraykhelson@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
Tony Villa has worked with
some of the most prestigious firms in the financial services industry for
more than 30 years. He has spent his career consulting with institutional
investors on investment strategies, business owners on their employee
retirement plans and high net worth individuals and their families,
helping them to achieve their distinct goals and needs.
Contact Tony at tvilla@Financial-Focus.net
Jeremy Levinn, holds a B.A. from Wesleyan University, a Certificate in Financial Planning from NYU's School of Continuing and Professional Studies, and has passed the CFP® certification exam. Jeremy was previously a Financial Advisor at L. J. Altfest & Co. in New York, where he created highly customized financial plans and wealth management strategies for clients. He brings that experience to Financial Focus, along with a commitment to the Fee-Only model of financial planning and dedication to providing the highest level of client service. He enjoys helping clients to use their money to live, rather than living for money.
He and his wife, who is an art historian, recently returned from a year living in Paris. Jeremy is currently splitting his time between Los Angeles and New York.
Contact Jeremy at jlevinn@Financial-Focus.net
Jean H. McAllister joined Financial Focus in 2010. 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, CFP®, joined Financial Focus in September 2011. As an Associate Planner she is responsible for making investment recommendations, conducting financial based analyses, and assisting clients achieve their financial goals. Prior to joining Financial Focus, Ashley worked as an Analyst at RegentAtlantic Capital, LLC. Ashley graduated from Wake Forest University with a BS in Finance and a minor in French.
Contact Ashley at amojka@Financial-Focus.net
Client Service Team
Patrice Nicita joined Financial
Focus in 1999. She handles all office responsibilities.
Kathy Molinaro has been with
Financial Focus since 2005. She is responsible for scheduling appointments
and processing applications.
Ashley Fox joined us in 2007 and is “The
Voice" of Financial Focus. Her responsibilities include office schedules
and client relations.
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