LOCATIONS:
New York: Ithaca, NY and NewYork, NY
New Jersey: Flanders, NJ

About Strebel Planning Group

Paul StrebelMeet Paul Strebel, CPA, CFP, Business Development Coach

Practicing as a financial advisor since 1984, Paul's background covers accounting, financial services and insurance. He also served as tax manager for an international corporation. This diverse background enables Paul to provide clients with comprehensive wealth-building strategies designed to create, grow and protect and preserve wealth. As a certified business development coach, he works with entrepreneurs, business owners, and professionals to create better businesses and lives though a unique coaching program. read more...


Christopher J. StrebelMeet Christopher J. Strebel, CPA, CFS

A practicing accountant since 1983, Chris' background includes experience working for a small regional accounting firm in Maryland managing a professional client base. His duties included the preparation of financial statements and quarterly reports, pension plan returns, tax returns, payroll returns, as well expense account analysis, bank reconciliation and tax-planning services for corporate and individual clients. He also assisted management in the training of new staff accountants. read more...


Leslie StrebelMeet Leslie Strebel, CLTC

Practicing as a financial advisor since 1984. Leslie's background includes working for a prominent financial services company in a District Manager position. Her duties included the management and training of representatives in the areas of business and personal finance. In company training programs, she taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques. read more...


David RichardsMeet David Richards, CPA

David started his career at Arthur Andersen & Co. in 1985 where David was quickly introduced to the dynamics of running small and medium sized businesses in various industries. read more...



Angela O'NeillMeet Angela O'Neill, CLTC

Working as a financial advisor since 1998 and with Strebel Planning Group since 2006. Broker affiliation is currently with The Comprehensive Group. read more...

 


James HoepfingerJames Hoepfinger, CPA

Jim was raised in Buffalo, NY and attended college in Fredonia, where he received a BS in Business Administration, followed by supplemental coursework in accounting to sit for his CPA. Jim served as a Vista Volunteer for a year in California, post graduation. read more...

 


Meet Alice Feeney, Administrative Assistant,Alice Feeney
Financial Services

Alice is a long time resident of the area, and joined the firm in 2011 as an assistant to our Financial Advisors. read more...

 


Andrea Ettinger

Meet Andrea Ettinger, Client Service Coordinator,
Tax & Accounting Services

Andrea joined The Strebel Planning Group in 2012 as Client Service Coordinator for the Strebel & Strebel, CPA’s tax team. Andrea’s main duty is to manage the daily workflow of the tax department, but supports the tax team, our clients, and firm in a wide variety of areas. read more...


Crystal HowserMeet Crystal Howser, Accounting Associate, Accounts Payable/Receivable Clerk

Crystal started at The Strebel Planning Group in 2004 as a part time administrative assistant and has grown into the position of bookkeeper and accounting associate for the firm. Additionally, Crystal supports the tax team in a wide variety of areas. read more...


Joey Rivera

Meet Joey Rivera, Accounting Associate,
Tax & Accounting Services

Joey joined the firm in 2011, and manages the sales tax and payroll responsibilities for our clients. During tax season Joey is also a seasoned tax preparer and plays a vital role within Strebel & Strebel CPA’s team. read more...


Kono CarrageeMeet Kono Carragee, Receptionist

Kono joined the firm in the fall of 2016 as an administrative assistant/ receptionist. Duties include assisting Leslie with her financial planning and insurance clients as well as assisting other staff with their clerical needs, including but not limited to answering phones, greeting clients, and scheduling appointments. read more...


Kasey Tarantino

Meet Kasey Tarantino, Financial Consultant

Kasey joined our Financial Planning team in September of 2014
as a Financial Consultant and plans to sit for the CERTIFIED FINANCIAL PLANNERTM exam in the near future. read more...

 


Meet Leslie Quest, Founder of Keeping Track

Leslie Quest is the founder of Keeping Track, a new service to help individual clients manage their personal day-to-day finances. read more...

 


Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.

This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2016

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