Ziad Wehbe, CRPS®

Rochester, New York Area United States

Experienced Wealth Advisor, Portfolio Manager and Chartered Retirement Plans Specialist at Royal Alliance Associates INC

Finance / Banking / Insurance

My philosophy is very simple - "Always do what's right for your client"​! I am an independent Wealth Management Advisor and Chartered Retirement Plans Specialist professional designation holder. I help individuals, families, business owners and professionals plan for their financial futures. I utilize a goals-based financial planning process with a focus on what is really important to my clients. Here are some of my areas of expertise: - Goals-based Financial Planning - Investment and Portfolio Management - Socially Responsible Investing - Separately Managed Accounts - Tax-Managed Investing - Alternative Investments (Accredited) - Concentrated Stock Positions - Business Succession Pl...