John Gigliello, CFP ®, is a fee-based fiduciary financial planner in Albany, NY, serving individuals age 50+ with thorough planning and investment management, centered around proactive and advanced tax preparation.
John supplies extensive financial preparation & tax consulting services and has 30 years of experience in taxation and finance. He is presently FINRA signed up with LPL Financial and is marked by the United States Treasury Department as an Enrolled Agent (EA). This designation enables him to exercise and represent his clients before the Internal Revenue Service.
John Gigliello, CFP ®, is a fee-based fiduciary financial planner in Albany, NY, serving people age 50+ with thorough preparation and investment monitoring, centered around proactive and advanced tax preparation.
John made his Master’s Degree in Accounting and is a former complement faculty member at Siena College’s nationally certified School of Business. He has instructed various accounting courses along with corporate and personal finance. He has actually helped KeyCorp, Ayco Financial Planning, and has held administration positions with Matthew Bender & Co. and Trans World Entertainment.
John gained the Accredited Investment Fiduciary ® Designation from the Center for Fiduciary Studies ®, the standards-setting body for Fi360. The AIF ® classification symbolizes specialized expertise of fiduciary obligation and the capacity to carry out plans and procedures that satisfy a defined criterion of care.
John also made a Certificate in Financial Planning from Boston University and, a lot more lately, successfully completed the rigorous CFP ® Certification evaluation to become a CERTIFIED FINANCIAL PLANNER ™.