Theodore Sarenski is a retired life consultant currently working with himself since April 2024. With a background as a CPA/PFS, Theodore has held various roles in the financial industry, including being the Chair of the AICPA Advanced Personal Financial Planning Conference and the AICPA - Elder Planning Task Force. Theodore has been actively involved in presentations and conferences related to personal financial planning and elder care, while also attending and presenting at AICPA events since 1992. Additionally, Theodore has been a patient at Creative Dental since 1987 and holds a BS in Accounting from Binghamton University.
April, 2022 - present
Wealth Manager at Perigon Wealth Management, LLC
Wealth Manager at Western International Securities
Wealth Manager at Cetera Financial Group
Private Wealth Manager at Creative Planning
Senior Wealth Manager at BNY Mellon Wealth Management