Stephen G. Green, CFP®
Sr. Wealth Advisor
585-263-1443
Fax 866-947-1360
sgreen@npfa.com
Stephen Green has been a representative of NPFA since its inception in 2000. He has also been a Financial Services Analyst for Nixon Peabody LLP since 1996. Mr. Green specializes in providing comprehensive financial planning and wealth advisory services to corporate executives and retirees. These services include income and estate tax planning, cash flow planning, balance sheet management, retirement planning, investment consulting and portfolio management.
Mr. Green serves on NPFA's Board of Managers. He also serves on its Investment Committee which directs overall investment policy and manager selection and monitoring and on the Client Services Committee which coordinates the delivery of planning services to our clients.
Education
College for Financial Planning, CFP Professional Education Program
Le Moyne College, B.A., Economics
Admissions
Mr. Green is a Certified Financial Planner™ Practitioner.
Affiliations
He is a member of the Upstate New York Chapter of the Financial Planning Association.
