
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.
Metro 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, 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, 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,
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 joined Financial
Focus in 1999. She handles all office responsibilities.
Contact Patrice at pnicita@Financial-Focus.net
Kathy 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 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 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
, 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
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