Your finances in balance, your life in harmony – Take advantage of a this opportunity for a financial planning consultation with Barron’s Top 100 Women’s Financial Advisor (2009-2020) and Barron’s Top 100 Independent Financial Advisor (2020), Geri Eisenman Pell, CFP®, MBA, CDFA®, Private Wealth Advisor & CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
During this meeting, Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments. Her focus is on helping high net worth clients plan their financial goals for a lifetime and beyond. She believes that when done right, financial planning can be a life-changing experience, re-aligning your relationship with wealth. Geri is a firm believer in the idea that working on money, investment and family issues should be a healing, non-stress-inducing process.
With a special focus on holistic financial planning, socially responsible investing and wealth management, Geri can help you navigate all the pieces of your financial life to help you pursue the prosperous future you have always imagined. As a Certified Divorce Financial Advisor, she has extensive experience working with people as they move through the financial and emotional issues of divorce. She is an exceptional facilitator who brings people together to discuss behavioral finance issues and the emotions of money. Clients often tell her she sits at the intersection of money and life.
Geri has had the distinct honor of being recognized as one of the Top 100 Women Financial Advisors in the country by Barron’s Magazine from 2009-2020. She was also named to the Barron’s list of Top 1,200 advisors in the country from 2014-2019 and was most recently recognized on the Barron’s list of Top 100 Independent Financial Advisors in 2020. In 2019 Geri was honored by the Business Council of Westchester Hall of Fame as their Women in Business Honoree. She has been named to the Financial Times Top 400 Advisor List and is a sought-after speaker on CNBC, Fox Business News, and in Westchester Magazine. She has also been quoted in and written articles for The Wall Street Journal, The New York Times, USA Today, Financial Planning Magazine, and Barron’s Magazine.
This is your opportunity to use this as a unique small group time with Geri (perfect for families, or couples), or keep a wealth management consultation all to yourself!
For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan and reflecting our current environment, we will arrange a virtual meeting using WebEx or Microsoft Teams. If we are only able to meet virtually, we will send a food or wine gift basket to you ahead of the meeting as an extra thank you for supporting Treehouse Shakers.