David Sterman (CFP®)

David Sterman focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials

Planning Specialties

David Sterman, a CERTIFIED FINANCIAL PLANNER™ founded Huguenot Financial Planning to fulfill a long-standing goal of empowering consumers as they prepare for a prosperous future. David believes that financial planners can be especially useful during “life change events.” These can entail a job promotion with a new salary, a growing family, inheritance, divorce, pending retirement or other such milestones in life.

David got his career start as a Wall Street analyst. Over his career in the financial services industry, he has discovered all of the ways that national Wall Street firms fail to act in the best interest of their clients.

David went on to use that knowledge in service of consumers, working as a financial journalist and investment analyst for more than 15 years. David's previous positions include Director of Research for Individual Investor magazine, Managing Editor at RealMoney.com and Chief Market Strategist for StreetAuthority, LLC.

Beyond his career focus on investing, David perceived a need for financial planning that would go beyond investment advice to help clients with decision-making in all aspects of their financial lives.

David’s academic career includes earning Bachelor’s Degrees in Philosophy and Political Science from Emory University, along with a Master’s in the Science of Management from Georgia Tech. He has also been very actively involved in the non- profit community, at both the Board Director level and as a volunteer.

Additional Information

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NAPFA Start Date

July 06, 2018

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This Office

122 Main St New Paltz, NY 12561-1525 Phone: (917) 553-0675