Huguenot Financial Planning
President & CEO
Fee-Only financial planner located in New Paltz, NY, serving clients locally and across the country
Meet David Sterman
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 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.
David Sterman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
David Sterman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact David Sterman
122 Main St
New Paltz, NY 12561