John Przybylski is a high-level expert, working in Pathstone Corporation main office of which is in 2816. as a Director of Financial Planning at Pathstone Federal Street from 2015. This expert gained professional experience in more than five positions at different companies. John Przybylski went to the The Wharton School and was studying there from 2015 to 2015. This professional has such professional qualifications as Certified Financial Planner™ (Cfp®), Accredited Estate Planner® (Aep®), and Certified Investment Management Analyst® (Cima®). Boston, Massachusetts is the city, where this expert was known to be situated. John's e-mail and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Johnn Przybylski,
Jon Przybylski,
Jack Przybylski,
Jackie Przybylski,
Jacky Przybylski,
Johnny Przybylski
Last updated May 27, 2024
Contact Information
Last Update
Jul 3, 2022
Email
jo**@federalstreet.com
Location
Boston, MA
Company
Workplace
Director of Financial Planning at Pathstone Federal Street
Rochester, NY
Industry
Nonprofit Organization Management, Insurance, Appliance Sales, Doors, Drywall, Energy Audit, Gas Leak Repair, Heating & Air Conditioning/hvac, Heating Oil Companies, Home Inspection, Insulation, Propane Sales, Property Management, Real Estate Agents, Roofing, Water Delivery, Water Heaters, Replacement Windows
Colleagues
Work History
Director of Financial Planning at Pathstone Federal Street
400 East Ave, Rochester, NY 14607
Federal Street Advisors provides conflict-free wealth advisory services and investment consulting to high net worth individuals, nonprofit organizations, and foundations. We have particular...
Dec 2015 — Jan 2016
Director of Financial Planning
Strategized with and led joint meetings with clients and outside advisers, such as estate planning attorneys, accountants, insurance brokers.
Estate planning strategies recommended and imp...
2002 — May 2009
Instructor, Individual Income Taxes
Taught FP104
Individual Income Taxes
to prospective CFP(TM) certificants.
2007 — 2009
Supervising Staff Attorney
220 south Ridgewood Ave, Daytona Beach, FL 32114
Designed custom financial plans for high net worth individuals.
Prepared stock-option analyses for clients, including review of Alternative Minimum Tax (AMT) implications for incentive sto...
1998 — 2002
Associate Financial Planner
93 Worcester St, Wellesley, MA 02481
Assisted in the design of custom financial plans for high net worth individuals. Created plans to minimize income and estate taxes, while maximizing after-tax income from stock options and ...
1994 — 1998
Education
2015 — 2015
1993 — 1994
1990 — 1993
1987 — 1989
Occupations
Executive
Partner
Director
Accountant
Finance and Accounting Specialist
Counselor
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Strategic Financial Planning
Estate Planning
Income Tax Planning
Wealth Management
Trusts
Wealth
Financial Planners
Life Insurance
Income Tax
Insurance
Estate Law
Charities
Asset Allocation
Investments
Budgets
High Net Worth Individuals
Retirement Planning
Estate Tax Planning
Financial Advisory
Financial Planning
Strategic Planning
FAQs about John Przybylski
What is the main profession of John Przybylski?
John is a Partner.
What jobs is John a professional at?
The expert is a professional such jobs as Executive and Partner.
Where is John Przybylski currently located?
John is located in Boston, Massachusetts.
Does the professional have the email address?
jo**@federalstreet.com is John Przybylski's email address.
How many companies did John Przybylski work at?
John Przybylski worked at five jobs.
Where has John Przybylski studied?
John studied at the Wharton School from 2015 to 2015.
Are there any certifications John Przybylski has?
This expert received the following certifications: Certified Financial Planner™ (Cfp®), Accredited Estate Planner® (Aep®), Certified Investment Management Analyst® (Cima®), Jd, Llm (Tax), and License 74965.
What is the industry that John Przybylski is connected to?
John works in Financial Services industry.