Grace B. Ghezzi,  CFP<sup>&reg;</sup> - Financial Advisor

Grace B. Ghezzi, CFP®

CPA, CFE, AEP®

Grace B. Ghezzi Consulting, LLC

4617 Setting Sun Terrace
Syracuse, NY 13215
(315) 727-0770

General

Grace Ghezzi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grace B. Ghezzi Consulting, LLC in Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CFE, CFF, AEP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth

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