John Gigliello, CFP ®, is a fee-based fiduciary financial coordinator in Albany, NY, serving people age 50+ with extensive planning and investment monitoring, centered around proactive and advanced tax planning.

John gives comprehensive financial preparation & tax consulting services and has 30 years of experience in tax and finance. He is currently FINRA signed up with LPL Financial and is assigned by the United States Treasury Department as an Enrolled Agent (EA). This designation allows him to practice and represent his customers prior to the Internal Revenue Service.

John Gigliello, CFP ®, is a fee-based fiduciary financial coordinator in Albany, NY, serving people age 50+ with thorough planning and financial investment monitoring, focused around positive and advanced tax planning.

John gained his Master's Degree in Accounting and is a previous complement professor at Siena College's nationally certified School of Business. He has actually taught many accounting courses along with corporate and personal finance. He has actually worked for KeyCorp, Ayco Financial Planning, and has actually held monitoring 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 ® designation represents specialized knowledge of fiduciary obligation and the capability to carry out plans and procedures that meet a defined criterion of treatment.

John additionally earned a Certificate in Financial Planning from Boston University and, a lot more just recently, efficiently finished the strenuous CFP ® Certification examination to become a CERTIFIED FINANCIAL PLANNER ™.