Don Reutemann brings over 25 years of small business ownership and management to his financial planning* practice. He knows, first hand, the concerns of small business owners as well as retirement planning concerns of individuals. He specializes in Qualified Retirement Plans, and is the financial professional for over twenty five defined contribution and defined benefit plans for small and medium sized businesses in Upstate New York. He also provides asset management*, preservation strategies, estate planning strategies as well as retirement distribution and business succession planning for individual clients.
Don is a graduate of the CFP® Professional Education Program of the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNERTM certification in 2003. The Wharton School of the University of Pennsylvania awarded him The Retirement Plans Associate (RPA) designation in 2007.
He is a past Board member (President 2013-14) of the Financial Planning Association of Northeastern New York and is a current (non-board) member of the Estate Planning Council of Eastern New York.
Community involvement currently includes the LaSalle Institute. In the past, Don was involved in the Northeastern Association of the Blind, Albany Executives Association, the Colonie Chamber of Commerce, and the Board of the Colonie Youth Center. Don has been a certified ski instructor for the blind and individuals with other disabilities.
He has been awarded life membership in National Life's Presidents Club** and is a member of Equity Services, Inc. Circle of Excellence** from 2007 through 2014. He has received numerous awards from business and not-for-profit organizations.
An accomplished speaker, Don has been a program speaker at the Financial Planning Association Annual convention several times. He conducts seminars on a variety of Financial Planning topics as well as being a frequent toastmaster for numerous business and fundraising events.
Don works with clients in a variety of ways including fee based*, as well as fee and commission arrangements.
Don is a graduate of the University of Colorado, magna cum laude in psychology. He resides in Latham, NY with his wife Betsy. They have two adult sons; William and Charles.
Donald Reutemann is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, MD, FL, CA, CO, CT, GA, IL, MA, MI, NC, OR, PA, RI, NJ, SC, VT, VA and NV. Don is a career agent with National Life Insurance Company and is insurance licensed in NY, CO, FL, MD, MI, and VT.
*Securities and investment advisory services are offered solely by Equity Services, Inc., Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. NPA Financial, LLC is independent of Equity Services, Inc.
**Awards and memberships are based on sales results.