James Werner
Work at Halliday:
Jim offers a personal approach to helping his clients and their families make smart decisions with their finances. As a Certified Financial Planner, he is held to the highest ethical and education standards. By listening to what is most important to his clients, Jim develops high quality comprehensive financial plans with recommendations that are appropriate for the financial plan.
Since joining Halliday in 2009, Jim has supported the firm’s relationship with the City University of New York as an advisor to CUNY’s base pension and supplemental retirement accounts. He is often called on by CUNY to be speaker at pre-retirement conferences offering timely topics such as social security planning, tax efficient retirement income strategies, principles of diversification, maximizing employer retirement benefits, and income/expense planning. His skills as an educator have also been utilized by Molloy College, where he served as the director and an instructor of Molloy’s graduate business program (2010 – 2015) in personal financial planning, teaching classes in financial planning, investment planning, employee benefits, and retirement planning.
Background and Education:
- FINRA (Financial Industry Regulatory Authority) Series 7, and 65
- SEC (Securities and Exchange Commission)
- Insurance Licensed for Life, Health, Disability, Long Term Care, Fixed and Variable Annuities in NY and NJ
- Financial Planning Association
Hofstra University, Masters of Business Administration
Lafayette College, BS Civil Engineering
Additional Information:
Treasurer, Youth and Family Counseling Agency (Oyster Bay, NY)
Past President, Oyster Bay Rotary Club
Joseph R. Tedeschi
Work at Halliday:
Joe joined Halliday in 2012.
He has been instrumental in the construction of client portfolios, and specializes in asset allocation.
Joe is proficient in the following: financial planning, educational seminars, pension consulting, portfolio management for business and institutional clients, financial budgeting, debt reduction strategies, savings strategies, and multi-generation family wealth management.
Background and education:
Joe brings over 10 years of experience to the financial services industry. He believes the best advisors are always furthering their education, and constantly growing to meet every client’s specific needs – he has completed his Chartered Retirement Planning Counselor (CRPC) designation with the College for Financial Planning.
Joe holds a bachelor’s degree in business administration in finance from Pace University, at the Lubin School of Business.
Additional information:
Joe lives in Lindenhurst. He was an Academic All American and Captain of his Collegiate Football Team.
In addition, he has played two seasons of professional football in Europe for the Bergamo Lions in Bergamo, Italy. He served as a captain for two seasons in 2002 to 2003, winning the Italian Super Bowl and Euro Bowl Champion in 2002.