Tell a Friend
James Tissot, CFP(r)
Prism Planning Inc.
New York, NY - New York City / Westchester
Comprehensive financial planning - Contact James
- Specialties
-
- 401(k) rollovers, alternative investments, comprehensive financial planning, green investing, investment and asset management, life planning, medical and health issues, non-traditional households, retirement planning and sudden wealth
- Privacy Policy
-
- Your information will not be sold or rented. Read more
- Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
James' New Service: "The future of planning"1
Developed with a Leading Behavioral Economist and top Certified Financial Planners TM
James' complimentary service is powered by Boulevard R, a social venture whose mission is to make independent financial strategies available for everyone - with no strings attached.
Boulevard R created its process by working with top independent financial planners and a leading behavioral economist from MIT and Duke who was named one of Fortune's 10 new gurus of the year and is also a bestselling author.
Do you know if you're on track?
Click here to find out
Schools also using
Boulevard R's service:
This video gives a short tour of the 3 step process
Take a peek at the future - get your complimentary Dashboard and Starter Roadmap.
About James Tissot
James Tissot is a CFP® (Certified Financial Planner) Practitioner currently practicing in New York City, Westchester County and the Hudson Valley. He provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. James' primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide clients towards their financial goals. He is the President and founder of Prism Planning, Inc.; a fee-only Registered Investment Advisor.
Mr. Tissot came to a Financial Planning career due in large part to the AIDS crisis. To better assist a friend afflicted with HIV/AIDS, James started attending seminars offered at the Lesbian and Gay Center on financial planning for the disabled and terminally ill, sponsored by Body Positive. Whether through the love of a friend, passion of cause or assimilation of past business exposure, he found he had an acumen for this type of work. He then went back to school to gain the formal education to become a CERTIFIED FINANCIAL PLANNER (tm).
He is a member of the PridePlanners Association and continues his pro bono work with those with HIV/AIDS. He frequently conducts seminars on non-traditional family planning and was recently retained by the Episcopal Church Pension Groupin that area.
In addition to his practice, he is an editor and instructor for Keir Educational Resources, a publisher of financial education materials. In that position he writes materials for as well as teaches live reviews for the CFP® Certification Examination. He has edited books on financial calculators and writes and edits materials for all FINRA Series exams. These activities keep him current of all regulatory and tax changes.
Experience
- Founder & President
-
Prism Planning, Inc.
- Author/Editor/Instructor
-
Keir Eductational Resources
- Chair
-
FPA-NY
- President
-
FPA-NY
- Pro-bono Financial Planning for disabled/terminally-ill clients
-
- Comprehensive Financial Planning
-
HFH Planning Inc.
Education
1999-2000
New York University School of Law, Taxation and Finance
Certificate of Financial Planning
1999-2001
SUNY Empire College
B.S. Finance
1971 - 1973
University of Michigan
Liberal Arts
Related Terms: comprehensive financial planning nyc, fee-only financial planning nyc, holistic life planning. same-sex couples financial planning, gay financial planning
Prism Planning Inc.
61 Broadway Suite 2125
New York, NY 10006
212-354-7164
info@prismplanning.com
Contact James
Sign Up for a Complimentary Starter Roadmap
The Complimentary Starter Roadmap can help you reach your goals and identify possible areas where you can financially protect yourself.
What you get:- Find out if you're financially on track
- Get suggestions on your key financial goals
- Receive ideas on potential ways to financially protect yourself
