Howard L. "Fritz" Haller, CFP®
For more than 25 years, Fritz has provided his clients with the guidance they need to identify their goals and develop plans for their financial future. Fritz is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and as a registered representative of Commonwealth Financial Network, he holds his FINRA Series 6, Series 7, Series 22, and Series 63 securities registrations.
Business Experience - 1991-2006, Financial Professional, Ameriprise Financial Services, Inc., Saugerties, NY
- 1987-1991, Director of Financial Services, Emery and Webb, Inc., Fishkill, NY
- 1984-1987, Financial Professional, Ameriprise Financial Services, Inc., Poughkeepsie, NY
Designations and Degrees - CERTIFIED FINANCIAL PLANNER™ professional
- B.A., 1983, Management Science, State University College at Geneseo, NY
- A.A., 1979, Business Administration, Broome Community College, Binghamton, NY
Personal - Born: 1959
- Marital Status: Married to Lisa for 26 years
- Children: Kyle, Brian, and Christine
- He has lived in Saugerties, New York, for over 25 years.
- He enjoys boating and hockey.
Harriet M. Tomasko, Assistant
Harriet is the friendly voice that you hear when you call our office. She has assisted Fritz Haller since 2004. She taught voice and opera at Susquehanna University in Pennsylvania. She has performed leading roles with the major light opera companies of NYC and on national tours and served for ten seasons with Light Opera Company of Salisbury, Connecticut, (LOCOS!) as principal singer and co-artistic director with her husband, Paul.
Degrees - Bachelor of Music, Stephens College, Columbia, MO
- Master of Music, Indiana University, IN
Personal - She has lived with husband Paul in an 1850's farmhouse in Saugerties, New York, for 25 years.
- She enjoys exotic travel, gardening, and their koi pond.
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