Constance Herrstrom (BS, CFP®, MBA)

Constance Herrstrom focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Cash flow analysis, Retirement planning, Investment planning, Insurance analysis and risk management, Estate planning, Asset allocation, Portfolio design, and College funding.

NAPFA Start Date

May 23, 1996


This Office

711 Executive Dr Princeton, NJ 08540-1529 Phone: (609) 924-2424 Fax: (609) 924-2524