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Wealth Advisor

Wealth Advisor

Colette Frey-Bitzas - Director of Financial Planning∣ CFP® Registered Representative

Colette earned her *Certified Financial Planner™ professional designation in 1990, her MBA degree in International Finance and Business from Hofstra University in 1991 and received her Bachelor of Science degree in Finance and Economics from St. John’s University in 1983. She has earned the CFP™ mark of distinction and has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Boards). In addition, she is an approved New York State Insurance Department monitor and instructor. Colette  is a member of Suffolk County Women’s Business Enterprise Coalition and The Women’s Financial Group. She is on the Board of Directors for the World Adhesion Foundation and Three Village Chamber of Commerce.