Barbara J. Bouchey, CFP®
Chief Executive Officer
Barbara is a Certified Financial Planner™ and Registered Investment Advisor with an established wealth management firm in the Albany-Saratoga Springs, NY area since 1985. Client portfolios begin at $500,000 and are managed under a fee-based asset management platform. Barbara has advised many individuals, families, and businesses in areas of financial, retirement, tax, insurance, pension, employer retirement programs, and estate conservation planning. Our firm provides very personalized services to a smaller, select group of individuals to help them achieve their goals, dreams and secure their family's financial future.
With two special needs brothers, Barbara is an advocate, and sponsors events, to support the loving treatment and respect for those with developmental disabilities to live a life of dignity. She is dedicated to the pursuit of furthering humanitarian endeavors that can help move us towards a more sustainable society where we care for others and our environment. She has served on the boards of March of Dimes, Saratoga Hospital Care Foundation, Family Tree Adoption Agency, Saratoga Legacy Foundation and the Estate Planning Council of Eastern New York.
Additionally, she is a member in good standing of the Financial Planning Association and licenses include FINRA Series 7, 6, 63, 22, 24 and New York State Life, Accident & Health Insurance. BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. is a Registered Investment Advisor supervised under the New York State Attorney General's Office.