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Kristopher Sykes, Financial Advisor

FINANCIAL ADVISOR
Kristopher Sykes

CFP®, CEPA®, AAMS™
1441 South Ave Suite 605, Staten Island, NY 10314opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Corporate Executives
  • Estate & Legacy Strategies

About Kristopher

I help business owners build, protect and harvest their life’s work. See how below.

Exit Planning for Business Owners:
Many business owners don’t sell when they want to, they sell when they have to. I help business owners prepare their business for transition long before they’re ready to exit, focusing on maximizing value, financial security and a seamless transition.

Proper exit planning aligns business, personal and financial goals to create a sell-ready company and a future on your terms. Whether you’re thinking about an exit years from now or just starting the process, let’s discuss how to position your business for the...

Work History

  • Edward JonesApril 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Brenau CollegeMBA (Masters of Bus Admin)
  • East Carolina UniversityBachelor of Science

Personal Interests

  • Personal Fitness
  • Wine Collecting/Enthusiast
  • Football
  • Chess
  • Cooking

Team Members

  • Kelly Mazza
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(718) 761-3960

Fax

(866) 346-3984

Office Address

1441 South Ave Suite 605
Staten Island, NY 10314opens in a new window

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