CANTY FINANCIAL MANAGEMENT - Key Persons
Job Titles:
- Certified Financial Planner
- CFP
- CFP® President, Financial Planner
Bill is a Certified Financial Planner™ practitioner and Certified Public Accountant. He completed his Bachelor of Business Administration from Niagara University in 1985. In 1987, he established Canty Financial Management, with a commitment to understanding client needs and delivering high-quality objective advice. His firm is known for helping clients achieve financial independence.
Prior to starting CFM, Bill gained extensive CPA experience through his work with the New York State Department of Taxation, the New York State Comptroller, and the New York State Education Department.
Bill has played significant roles in his community. He has previously served as Chairman of the Board of Directors for the Saratoga County Chamber of Commerce and President of the Ballston Spa Rotary. During his free time, Bill enjoys deep-sea fishing, golfing, and sharing time with friends and family.
Ed is a dedicated financial professional who holds the Certified Financial Planner™ designation and serves as a Wealth Advisor at CFM. He obtained a Bachelor of Science degree in Finance from the University of Tampa and furthered his expertise by completing the Certificate in Financial Planning program at Northwestern University. Ed specializes in providing comprehensive financial planning at CFM including investment management, income tax preparation & planning, estate planning, and retirement planning.
In addition to his financial career, Ed is an accomplished personal finance blogger. His insightful perspectives have been featured in renowned publications such as Forbes and Yahoo Finance, among others. During his leisure time, Ed enjoys golfing, boating, and wrenching on his old car.
Joe holds the prestigious title of Certified Financial Planner™ and serves as a Wealth Advisor at CFM. He earned his Bachelor of Science in Finance, with a minor in Accounting, from the University of Tampa. Joe pursued additional studies at the NYU School of Professional Studies to secure his CFP® Certification.
Joe specializes in providing comprehensive financial planning at CFM including investment management, income tax preparation & planning, estate planning, and retirement planning. During his leisure hours, Joe enjoys activities such as golfing, spending time outdoors, and cherishing quality time with friends and family.
Maureen is licensed as an Enrolled Agent by the Internal Revenue Service. She has over 30 years of experience in preparing tax returns and servicing client investment accounts. Maureen earned her bachelor's degree at the University of Massachusetts at Amherst. Maureen is a dedicated tax advisor and has been working for Canty Financial Management for over 20 years.
Job Titles:
- Tax Advisor / Client Service Specialist
Tina is a highly experienced professional, holding a license as a Certified Public Accountant (CPA) in New York State. She has dedicated over two decades of her career to CFM, where she has built a reputation as an expert tax preparer, known for her meticulous attention to detail and comprehensive knowledge of tax laws and regulations.
Tina graduated with a Bachelor of Business Administration (BBA) in Accounting from St. Bonaventure University in Olean, NY, where she honed her skills in financial accounting, auditing, and tax preparation and planning. Beyond her technical skills, Tina is recognized for her excellent client relationships, built on trust, reliability, and her ability to clearly communicate complex financial concepts to our clients.