Peter V. Laurenzo, CFP®
Peter V. Laurenzo is President of Northeast Wealth Management. LLC and College Aid Planning Associates, Inc, based in Albany, New York. He has a Master’s Degree in Education, is a Certified Financial Planner™, a member of the Practitioners Division of the Financial Planning Association, a member of the National Association of Tax Professionals and President of the National Financial Aid Practitioners Alliance. He is the author of several editions of College Financial Aid: How To Get Your Fair Share and has written and presented financial aid courses nationally since 1991.
Jason P. Laurenzo, CMFC®, AWMA®
Jason P. Laurenzo is Vice-President of Northeast Wealth Management. LLC and College Aid Planning Associates, Inc. Jason received his BA from The College of Saint Rose and is a graduate of the College for Financial Planning where he received both his Chartered Mutual Fund Counselor™, and Accredited Wealth Management Advisor™ designations. He is a member of the Financial Planning Association, National Association of Tax Professionals, and is Vice-President of the National Financial Aid Practitioners Alliance.
Christyne was a client for her two children before coming to work for College Aid Planning Associates. Her friendly voice and genuine interest to help our clients never goes unnoticed. Chris’s skills encompass most facets of office administration including accounting, scheduling and client support. Chris has been an integral part of Northeast Wealth Management. LLC and College Aid Planning Associates, Inc. since 2001.
BACK OFFICE SUPPORT
Karen is responsible for the final stages of all income tax preparation. Her attention to detail and work ethic has become an integral part of our practice during a very busy tax season. Although usually not visible to our clients, her efficiency ensures that each tax return is accurately collated and compliant. Karen has been with this firm since 2000.