Barbara J. Bouchey, CFP®
Chief Executive Officer
As a Certified Financial Planner™ practitioner who has been in the industry since 1985, Barbara is CEO of a wealth management firm based in the Albany-Saratoga Springs, NY area. She assists many affluent individuals, families, and businesses with portfolios that begin at $250,000 in the areas of financial planning, estate conservation, retirement planning and tax reduction, as well as, determining asset allocation models and investment portfolios. Our company's goal is to provide very personalized services to a smaller, select group of individuals helping them to secure their family's financial future.
For many years Barbara has been dedicated to the pursuit of raising ethics and 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 Care Foundation, Family Tree Adoption Agency, Saratoga Legacy Foundation and the Estate Planning Council of Eastern New York.
Additionally, she is a member of the Financial Planning Association and licenses held include FINRA Series 6, 7, 63, 22, 24 and New York State Life, Accident & Health Insurance. BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. is a Registered Investment Adviser supervised under the New York State Attorney General's Office. Barbara is also a registered representative holding her securities and supervisory licenses at Castle Hill Partners, LLC, which is a FINRA Broker/Dealer firm.