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Stephen G. Green, CFP®
Partner/ Chief Investment Officer
585.203.1211, ext. 104 Rochester, NY
202.536.2330, ext. 104 Washington, DC
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Stephen Green is a founding partner of Seneca Financial Advisors which opened in February 2010. Prior to joining Seneca Financial Advisors, Mr. Green spent approximately 14 years at Nixon Peabody LLP/Nixon Peabody Financial Advisors LLC (NPFA) as a senior wealth advisor, investment advisor representative, and financial services manager. At Nixon Peabody, Mr. Green had primary client responsibilities for the firm’s high-net-worth clients, with duties ranging from providing financial planning services to supervising the in-house staff of tax specialists and financial planners. He also served on NPFA’s Investment Committee and was a member of the Board of Managers. Stephen’s responsibilities at Seneca Financial Advisors focus on providing financial planning and wealth advisory services to corporate executives, retirees, and their families. These services include income tax planning and compliance, employee benefits planning, retirement planning, estate planning, investment advisory, and portfolio management. He also chairs the firm’s Investment Committee.
Education:
Le Moyne College, B.A., Economics; College for Financial Planning, CFP® Professional Education Program
Certification:
CERTIFIED FINANCIAL PLANNER™ practitioner
Affiliations:
- Member of the Upstate New York Chapter of the Financial planning Association
- Vice President & Assistant Treasurer of Ridgemont Country Club Rochester, NY
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