MISSION STATEMENT:
To provide clients with objective, high-quality, tailored financial advice and materially enhance client wealth without a commensurate increase in risk. Part of this objective may be accomplished by eliminating intermediaries that charge annual account fees and by reducing portfolio turnover and capital gains distributions.
ABOUT US:
SunPillar Financial Advisors (“SunPillar”) is a Registered Investment Advisor (New York) and offers independent financial advice for all of your personal and small business needs. The guiding philosophy is a client first, value-adding approach enabling the client to make informed decisions and potentially improve investment returns. We believe all investment principal and return is the property of the client – and should not be subject to annual fees, which may dramatically reduce savings over the long term (See "Cost of Traditional Investing"). We are committed to educating clients so that they will make the best choices and become more confident with their investment and financial decisions. Sunpillar is a legal "fiduciary" and unlike many of its competitors is legally obligated to always act in the client's best interests. Sunpillar does not sell any other services or products assuring objective advice and eliminating conflicts of interests
Steven Kalachman, founder of SunPillar, is a Columbia University MBA (finance) with almost ten years of Wall Street experience. He has been formally trained as an analyst, trained analysts, served as a Vice President functioning as a senior commercial banker and investment banker and ultimately as Portfolio Manager of a $5 Billion portfolio. Additionally he is a Chartered Financial Analyst (CFA), a designation that requires three years (18 hours) of examinations and approximately 900 hours of recommended study. Steve also is well versed in the NYC real estate market having served as the Board President of a prestigious Carnegie Hill condominium for three years and as an Associate Broker with a major Manhattan brokerage company. Steve graduated in the top 5% of his class from the United States Merchant Marine Academy and is a retired officer of the the U.S. Naval Reserves.
"A relationship with Sunpillar combined with a transition to direct investing can be a step towards financial independence and financial security for the educated investor."
Steven Kalachman, founder of SunPillar, is a Columbia University MBA (finance) with almost ten years of Wall Street experience. He has been formally trained as an analyst, trained analysts, served as a Vice President functioning as a senior commercial banker and investment banker and ultimately as Portfolio Manager of a $5 Billion portfolio. Additionally he is a Chartered Financial Analyst (CFA), a designation that requires three years (18 hours) of examinations and approximately 900 hours of recommended study. Steve also is well versed in the NYC real estate market having served as the Board President of a prestigious Carnegie Hill condominium for three years and as an Associate Broker with a major Manhattan brokerage company. Steve graduated in the top 5% of his class from the United States Merchant Marine Academy and is a retired officer of the the U.S. Naval Reserves.
"A relationship with Sunpillar combined with a transition to direct investing can be a step towards financial independence and financial security for the educated investor."
CONTACT US:
SunPillar Financial Advisors LLC
(p) 646-285-3493; (f) 917-522-9648
steve@sunpillarfinancialadvisors.com
(p) 646-285-3493; (f) 917-522-9648
steve@sunpillarfinancialadvisors.com