NYC Financial Advisors

President, Investment Advisor Representative

Jason is the founder and president of Client Focused Advisors. His years of experience in the business have helped him s...

Executive Vice President, Investment Advisor Representative

Matt started as an NYC Financial Advisor over a decade ago. For the last decade he was responsible for recruiting, train...

Vice President, Investment Advisor Representative

William is the Vice President and one of the founding partners of Client Focused Advisors. Prior to his career in the fi...

Vice President, Investment Advisor Representative

Brett is also one of the founding partners of Client Focused Advisors and he has been in the profession since 2010. He w...

Financial Advisor

Cameron works with a wide variety of individuals, families, and businesses to help them pursue their financial goals. Af...

Client Relationship Manager

Samantha handles our client service requests with supreme efficiency and enthusiasm. She thoroughly enjoys communicating...