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Angela O
CFP®, Series 63, Series 65
Ithaca, NY
New Horizon Financial Strategies, LLC
Angela Oneill is a CFP® professional with 26 years of experience in financial planning. She has been with New Horizon Financial Strategies, LLC since 2019 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2011 to 2019. Outside of her advisory role, she assists with bookkeeping for a family-owned winery. New Horizon Financial Strategies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a long-term investment approach utilizing model portfolios and third-party managers, and offers integrated accounting and advisory services through a coordinated team of advisors.
Kevin T
Series 65
Ithaca, NY
New Horizon Financial Strategies, LLC
Kevin Tarnovski is a Series 65-licensed financial advisor at New Horizon Financial Strategies, LLC, with 4 years of industry experience. He has been with New Horizon Financial Strategies since 2016. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management through multiple platforms. The firm employs a blend of fundamental and technical analysis with diversified strategies, integrates tax and accounting expertise through affiliated CPAs, and provides a range of advisory and consulting services that include socially responsible investment options and retirement-plan fiduciary support.
Paul S
CFP®, Series 63
Ithaca, NY
New Horizon Financial Strategies, LLC
Paul Strebel is a CFP® with five years of experience at New Horizon Financial Strategies, LLC. He has held professional roles including CPA at Paul A. Strebel, CPA PC since 1995 and partner at Strebel & Strebel, CPAs since 1986. Outside of his financial advising career, he is a partner in a business coaching venture and owns a memorial jewelry business. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients by providing financial planning, portfolio management, and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis, employs both long- and short-term strategies, and incorporates tax and accounting expertise through affiliated CPA professionals.
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