Harold Sasnowitz
Financial Advisor at BCR Wealth Strategies/Professional Asset Strategies, LLC
- Role
- Financial Planner, Cfp(R) at Bcr Wealth Strategies
- Location
- Clifton, NJ, US
- LinkedIn followers
- 500 followers
About Harold Sasnowitz
You and I, together, put your financial goals into perspective, and then create actionable plans to reach those goals.
Experience
Financial Planner, Cfp(R)
Jun 2007 — Present · Clifton, NJ, US
Guiding people to reach their financial goals is personally rewarding and enormously enjoyable. At Berk Cleveland Rathmell Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan.BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.
Education
Cornell University
BEE, Electrical Engineering
1964 — 1969
Brooklyn Tech HS
CP
1960 — 1964
University of Phoenix
MBA
1996 — 1999
Binghamton University
MS, Computer Systems
1971 — 1974
Skills
- Business Analysis
- Cross-Functional Team Leadership
- Investment Strategies
- Leadership
- Mergers & Acquisitions
- Integration
- Strategic Planning
- System Architecture
- Requirements Management
- Budgets
- Strategy
- Program Management
- Risk Management
- Microsoft Office
- Visio
- Requirements Analysis
- Defense
- Management
- Systems Engineering
- Earned Value Management
- Operations Management
- Fixed Income
- Government Contracting
- Business Strategy
- Technology Management
- Asset Management
- Dod
- Team Building
- Military
- Process Improvement
- Software Project Management
- Ms Project
- Data Analysis
- Testing
- Finance
- Analysis
- Business Development
- System Design
- Strategic Financial Planning
- Business Process Improvement
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