John Kramer, CFP®, APMA®
Private Wealth Manager Partner
19 YEARS OF EXPERIENCE
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Retirement Income Strategies
- Investments
- Insurance
Interests
- I enjoy spending time with family.
- I also enjoy playing golf, camping, & traveling.
Community participation
- Volunteer at the Pittsford Food Cupboard
Qualifications
- CERTIFIED FINANCIAL PLANNERTM practitioner
Education
- BA Bachelor of Arts, Nazareth College of Rochester, Rochester, NY-Class of 2000
- Salisbury Preparatory High School - Class of 1995
Professional associations
- Financial Planning Association
- Estate Planning Council of Rochester