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Armando Posada, CFP®, MBA

Principal

Naples

Client Advisory

Biography

Armando is a Principal in the Naples, FL office. He has over a decade of experience working with individuals, executives, and families on comprehensive financial planning, including income tax planning, equity compensation, estate planning, and investment management.

Prior to joining Cerity Partners, Armando served as an Associate Vice President of Financial Counseling at Graypoint, a comprehensive wealth management firm based in Albany, NY. Earlier in his career, he worked within Ayco, a Goldman Sachs Company, where he advised clients on tax planning, equity compensation, and estate planning — a high-touch service model that continues to guide his approach to client relationships today.

Learn more about my practice.

Education

  • B.S. in Business Administration from University at Albany
  • MBA in Finance from Marist College

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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