Russell E. Glickstern, CFP®
Helping You Build, Protect and Transfer Wealth
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Helping You Build, Protect and Transfer Wealth
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
- Women & Wealth
About Russell E. Glickstern, CFP®
Hi, I'm Russell E. Glickstern. With over 36 years of experience in the financial industry, I am passionate about helping generations of clients pursue their financial goals. As a Wealth Management Advisor and LPL Financial Representative, I offer independent and personalized investment strategies that address risk and opportunities in any market condition.My core competencies include retirement planning and income strategies, women's financial strategies, estate planning strategies, retirement plan distribution, 401K and IRA allocation, and wealth preservation strategies. Many of my clients are working in healthcare, and education, and retirees from from Westchester County and city/local town agencies.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I adhere to the high standard of excellence and ethics requirements set forth by the Certified Financial Planner Board of Standards.
I want my clients to feel secure and comfortable working with the owner of a locally-owned business, who's family grew up in Westchester, and who has been an active part of the community...and someone who is open-minded, flexible and always acts in the client's best interests.
I work closely with my clients and their families to provide portfolio reviews, asset reallocations, and trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
I am honored to have received the Five Star Wealth Advisor Award for multiple years, which reflects my commitment to professional excellence and client satisfaction.
On a personal note, I earned my Bachelor of Science degree from St. John’s University. I have lived in Westchester for 27 years, with my wife, Susan, and our two children. I am a Yankees fan and an avid golfer (17 handicap). My mother and brother live in Florida where I spend a lot of time visiting with family and playing golf.
I'm active in numerous industry community organizations, including membership in the Business Council of Westchester, the Financial Planning Association (FPA) and as a designee for the Certified Financial Planner Board of Standards, Inc.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
280 North Bedford Road, Suite 205, Mt. Kisco, NY 10549
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and scroll down to the Appointment Request section of our website. Complete the brief form to schedule a convenient time for an introductory call. Our initial session is the ideal time for you to learn about our values and philosophies, and ask any questions. I look forward to speaking with you.Offers Investment Management
Yes
About Westchester Financial Planning
At Westchester Financial Planning, we empower you to take control of your financial life by addressing today’s needs and tomorrow’s goals.For more than 26 years, Westchester Financial Planning has been helping clients work toward their financial goals, providing caring guidance and personal service. We assist individuals, families, business owners and trusts with a wide range of financial needs, including retirement income, investment management and financial planning.
Our caring and individualized approach at Westchester Financial Planning integrates the latest tools and technologies and provides access to financial products and services custom-tailored to your needs.
Relationships Matter Most.
As a resident of the local community, company founder Russell E. Glickstern has served the wealth management and retirement planning needs of multiple generations of Westchester County and Mt. Kisco, NY residents and clients. It would be our pleasure to help you pursue your financial goals.
Education
St. John's University, Bachelor of Science (B.S.)
Hobbies and Interests
- Baseball
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
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