Advisors at this firm
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 financial advisor at New Horizon Financial Strategies, LLC in Ithaca, NY, holding a Series 65 designation with three years of industry experience. He has worked at New Horizon Financial Strategies since 2016 and previously spent three years at Bloomberg L.P. New Horizon Financial Strategies serves individual clients, retirement plans, trusts, estates, charities, and businesses, offering a range of financial planning and investment advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and integrates accounting and advisory services through its affiliation with an accounting practice.
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.