Harold Sasnowitz

Financial Planner, Cfp(R) @Bcr Wealth Strategies

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.

Cornell University

BEE, Electrical Engineering

Brooklyn Tech HS

CP

University of Phoenix

MBA

Binghamton University

MS, Computer Systems