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3 advisors near New York, NY
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Aimee B
CFP®, Series 63, Series 65
New York, NY
Total Alignment Wealth Advisors, LLC
Aimee Baehr is a CFP®-credentialed financial advisor with 12 years of industry experience, currently practicing at TA Capital Management, LLC. She has been with Total Alignment Wealth Advisors since 2013. Outside of her advisory role, she owns and operates a home-based administrative services business. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning and employs a range of analysis methods to tailor portfolios to clients’ objectives and risk tolerances.
Michael T
Series 65
New York, NY
Total Alignment Wealth Advisors, LLC
Michael Tripicchio is a Series 65 licensed financial advisor with Total Alignment Wealth Advisors, LLC, where he has worked since 2022. He has three years of industry experience and has held prior roles at ShopRite, Rowan University, Pure Energy Hair Studio, and educational institutions. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, offering comprehensive financial planning and family office services. The firm focuses on planning and oversight, coordinating with outside portfolio managers while clients retain custody and implementation responsibility.
Robert H
CFP®, Series 66
New York, NY
Total Alignment Wealth Advisors, LLC
Robert Hayden is a CFP® professional with 14 years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2013. He holds the Series 66 designation and has prior experience teaching as an adjunct professor of financial planning at New York University. Hayden also served as a director on the CFP Board of Directors for a four-year term beginning in 2011. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services. The firm emphasizes planning and oversight without discretionary portfolio management, coordinating with outside managers and providing clients with detailed financial plans and action lists.
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3 advisors near New York, NY
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