Howard L. "Fritz" Haller, CFP®
For more than 21 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 NASD Series 6, Series 7, Series 22, and Series 63 securities licenses.
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 22 years
- Children: Kyle, Brian, and Christine
- He has lived in Saugerties, New York, for over 20 years.
- He enjoys boating and hockey.
Harriet M. Tomasko, Assistant
Harriet is the friendly voice that you hear when you call our office. In the past she has performed leading roles with the major light opera companies of NYC and on national tours. She is currently in her tenth season 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
- Assistant Professor of Voice and Opera, Susquehanna University, PA
Personal - She has lived with husband Paul in an 1850's farmhouse in Saugerties, New York, for 20 years.
- She enjoys exotic travel, gardening, and the koi pond.
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