Joyce Streithorst (CDFA, CFP®, MSFS)
Joyce Streithorst focuses in the
following client markets or areas of practice:
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Joyce specializes in investment management and portfolio allocation strategies, as well as financial and tax planning. She assists individuals with their goal setting and cashflow planning needs. Joyce works to educate women on financial issues and helps them achieve their financial goals.
Additional Information
Joyce was educated at Adelphi University and holds a BBA degree in Finance. She obtained her Certificate in Financial Planning in 1995; a Master Degree in Financial Services from American College in 2002; and, certification as a Divorce Financial Analyst in 2009. Joyce has over 18 years experience as a financial planner and money manager as well as extensive experience counseling corporate executives. She lives on Long Island with her husband and 2 children.
NAPFA Start Date
February 04, 2009