Tim Nervegna is an Investment Advisor Representative with Cetera Advisor Networks LLC, one of four founding partners of Debany Financial Group, and the founder and president of Hudson Valley 403b. With more than 20 years of experience in the financial services industry, he specializes in working with individuals saving for retirement. His goal is to help clients maximize the efficiency of their investments by helping to reduce the fees they are paying while taking advantage of any tax benefits available.
Often, individuals don’t understand how they can structure their plan with cost-friendly options that don’t require a lot of risk. Tim seeks to serve as an unbiased partner who can guide clients through the maze of options.
Tim holds the Accredited Investment Fiduciary® designation and FINRA Series 6, 7, 63, and 65 securities registrations. He holds his insurance licenses and is a Certified Agent in the New York State Partnership Program for Long-Term Care. He received his Bachelor of Science in Business Administration and Management, with a minor in Economics, from SUNY Oswego.
Tim is based in Westchester, New York. When he isn’t coaching his three children’s soccer, basketball, and baseball teams, he enjoys spending time outdoors, fishing and mountain biking.
For information directly related to 403(b)’s, please see www.hv403b.com
