At Christopher Street Financial, we are proud to work closely with a number of legal and financial professionals who share our vision and values, providing you with access to additional resources.
Ralph Randazzo, Esq.
Randazzo & Randazzo, LLP
Ralph Randazzo, Esq.
Randazzo & Randazzo, LLP
ralph@randazzolaw.com
(631) 673-4998
Ralph M. Randazzo is a Partner in Randazzo & Randazzo, LLP, a firm with offices in Manhattan and Huntington. Ralph has extensive experience in elder law, estate planning, guardianship, long term care planning, estate taxation, and has been the court-appointed guardian to several incapacitated individuals. His firm concentrates in the areas of life and estate planning, elder law, planning for disabilities, probate and guardianship.
Ralph is a former member of the Board of Directors of SAGE, the past Chairman of the Taxation Law Committee of the Suffolk County Bar Association, former Treasurer and Board Member of the Lesbian and Gay Law Association of Greater New York, a Member of the LGBTQ and Estates and Trusts Sections of the New York State Bar Association. Ralph is the author of "Elder Law and Estate Planning for Gay and Lesbian Individuals and Couples", Marquette Elder's Advisor, Volume 6, Number 1.
In addition, Ralph is a frequent lecturer for Bar Associations, community groups and special interest groups on issues of elder law, estate planning and the special considerations for attorneys working with lesbian and gay persons.
Ralph M. Randazzo, Esq., Randazzo & Randazzo is an independent law firm. Randazzo & Randazzo is not employed by, and does not work for Christopher Street Financial. Randazzo & Randazzo is not affiliated with Kestra Advisor Services, LLC or Kestra Investment Services, LLC.
Cindy Sterling, ChFC®
Sterling Financial Planning
Cindy Sterling, ChFC®
Sterling Financial Planning
cindy@sterlingfinancialplan.com
(212) 405-1616
Cindy Sterling is a fee-only financial planner with her own firm, Sterling Financial Planning. A member of the Garrett Planning Network and National Association of Personal Financial Advisors, Cindy helps clients define and achieve their financial and personal goals. Many people worry about money – having enough of it or managing it properly. Most do not know how they are doing in terms of planning for retirement, college savings, monitoring investments, providing for family security, and/or saving for the future. Uncertainty causes anxiety.
Cindy Sterling understands these concerns. As a Chartered Financial Consultant® (ChFC®), Cindy helps clients systematically organize their finances, plan for their goals and meet their needs. She knows how to blend the complex financial components of life into a useable financial plan tailored to her client’s individual situation. A former counselor, Cindy brings an open and warm perspective to her practice where clients can speak freely and comfortably about their goals and dreams.
Cindy established Sterling Financial Planning to provide personalized financial advice. A member of the Garrett Planning Network and National Association of Personal Financial Advisors, Cindy works as a fee-for-service financial planner and charges only by the hour. This allows her to focus exclusively on the client’s goals and best interests.
Before financial planning, Sterling served as the director of gift planning at Vassar College for nine years. She helped high-net-worth individuals structure gift arrangements that enabled them to provide for their financial and philanthropic goals. She still consults on charitable gift planning with WASHBURN & MCGOLDRICK, INC, a comprehensive development consulting firm.
A graduate of the University of Pennsylvania in economics (B.A.) and psychological services (M.S.Ed.), Cindy is a frequent speaker at financial, educational and gift planning conferences. She recently received the Steuben Apple Award for teaching excellence from the Council for Advancement and Support of Education. She is also an avid runner.
Cindy Sterling/Sterling Financial Planning is a partner firm with Christopher Street Financial. They are not employed by, or work for Christopher Street Financial, and are not affiliated with Kestra Advisory Services, LLC or Kestra Investment Services, LLC.
Ron Meyers, Esq.
Ron L. Meyers & Associates, PLLC
Ron Meyers, Esq.
Ron L. Meyers & Associates, PLLC
Email: ron@ronmeyerslaw.com
Phone: (212) 644-8787
Ron Meyers has been practicing law since 1999, after graduating from Columbia University and Harvard Law School. After working in commercial real estate for several years, on such projects as the Times Square redevelopment and the creation of the High Line, he transitioned to the people-focused work of trusts & estates and residential real estate. He set up his own practice in 2009 and is delighted to have served well over 1,000 clients since then. Many are repeat clients, whom Ron has helped through the various stages of their life cycles.
The settlement of estates after a death is a complex process that Ron’s team have mastered. In this area, Ron’s unusual blend of estate and real estate skills makes a great difference, helping to resolve many tricky issues relating to estate property. Compassion in relationships and clarity in communication are central values in this firm, especially for clients who have had a loss.
Ron was a leading practitioner in the area of estate planning for LGBT couples prior to marriage equality, crafting creative, effective solutions for people who were not protected by the law. A decade on from marriage equality, Ron continues to specialize in creative solutions challenging issues of many kinds. Some clients need carefully crafted tax-mitigation strategies; even more have family situations or inheritance plans that require a custom-designed approach. This is not a firm that churns out cookie-cutter documents; every plan is tailored to the client’s individual needs.
One of the great opportunities in estate planning is philanthropic planning. Ron helps clients, even with modest estates, design unique gifts for cherished organizations to advance their good work. He also counsels and lectures on gift planning for organizations such as WNET / Thirteen (public television), the American Museum of Natural History, and the Collegiate Chorale.
Ron L. Meyers, Esq., Ron L. Meyers & Associates, PLLC is an independent law firm. Ron L. Meyers & Associates, PLLC is not employed by, and does not work for Christopher Street Financial. Ron L. Meyers & Associates, PLLC is not affiliated with Kestra Advisory Services or Kestra Investment Services.