Ted is a Wealth Advisor in Syracuse, NY. As a Wealth Advisor he is responsible for assisting clients in developing a customized plan for their financial success. His specializes in Social Security planning, estate planning and tax planning.
Prior to joining SageView, Ted was a Wealth Manager at Capital One Investing. He joined Capital One Investing after successfully running his own firm, Blue Ocean Strategic Capital, for twelve years.
Ted received a Bachelor of Science degree in Accounting from the Binghamton University, Ted is also a member of the American Institute of Certified Public Accountants where he wrote the CPAs Guide to Social Security, was chair of the annual Advanced Personal Financial Planning Conference received the PFP divisions Distinguished Service Award and the Sidney Kess award for Excellence in Education. Ted is a CPA, CFP, PFS and AEP.