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Your Comprehensive Wealth Manager

Every financial journey is unique. I am here to support the greater Albany area with personalized planning that works towards your goals.

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  About René AIF®, CFP® 

I am a Certified Financial Planner™ professional and an Accredited Investment Fiduciary®. In 2002, I began practicing as a Comprehensive Wealth Manager in Upstate New York, continuing my family’s 60-year legacy as valued advisors in the Securities and Insurance Industry.

I have committed his practice to working in the best interests of pre-retirees and retirees developing comprehensive strategies on portfolio management, retirement income planning, estate preservation, and risk management concerns. In addition, I will provide guidance to business owners in the corporate benefits marketplace.

I currently resides in Saratoga Springs with my wife Liz, my two children, Tessa and Jack, and my dog Rocky. I am also an avid adventurer and enjoy skiing (both water and snow), cycling, hiking, and traveling with my family.

Financial Planning Services

Portfolio Management

Portfolio Management

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Retirement Planning

Retirement Planning

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Estate Planning

Estate Planning

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Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

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