JoAnn  Semeraro,  CFP<sup>&reg;</sup> - Financial Advisor

JoAnn Semeraro, CFP®

CSA

North Ridge Wealth Planning

North Ridge Wealth Planning, 1895 Walt Whitman Rd
Melville, NY 11747-3031
(516) 799-9309

General

JoAnn Semeraro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at North Ridge Wealth Planning in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Senior Advisor®, CSA

Insurance Licenses

  • Life insurance: NY, FL
  • Health/disability insurance: NY, FL
  • Property/casualty: NY, FL
  • Fixed annuities: NY, FL
  • Variable annuities: NY,FL,NJ,PA,NC,CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Women's Finances

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