Gwyn-Anne Bissonette, Certified Financial Planner®

Gwyn-Anne Bissonette, Certified Financial Planner®

Owner and Independent Investment Advisor

Professional:

I work one-on-one with each of my clients, every step of the way, to personalize a program that will provide a roadmap to working toward and building a secure financial future.

I am passionate about:

  • empowering people about their finances and giving them the opportunity to be financially secure
  • educating everyone on the financial planning process
  • enlightening those who do not necessarily think financial planning is for them
  • reaching out to women about financial planning

Financial planning is for everyone: the couple saving for their children's education; the widow/widower planning for their future; the person working retail; the couple planning their retirement; the young couple planning a family; the family thinking about future generations. The important thing is to plan it well and plan it right. Empowering people about their finances empowers their future. That is what I do.

It is important to me that my clients know my loyalty and dedication to them; that I am there for each and every one of them and that we have established a secure, honest and close-knit relationship.

Another one of my passions is working as a multi-generation wealth transfer and investment manager; working with three or more generations of a family to transfer wealth efficiently, while having consideration of minimizing Estate Taxes. In doing this, we prioritize that the first generation is cared for and that the transfer to the second, third and/or fourth is efficiently handled.

Qualifications:

FINRA Series 7, 24 and 63
General Securities Representative Licenses
General Securities Principal License
Insurance license for Life, Health and Variable
I am always learning and participating in continuing education, which keeps me up-to-date on the latest financial, estate and investment planning concepts.

Memberships:

Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC)
Financial Planning Association (FPA)
Certified Financial Planning Association (CFP)

History and Timeline:

In 1988—almost a year after I graduated high school—I was introduced to the former owner of Zay B. Curtis & Associates, Inc., Zay Curtis, who hired me as a temp to do basic office duties. Within six months, he let the entire staff go and I was hired on full-time as his secretary. My responsibilities continued to grow and as I learned more about the industry.  Zay and I discussed continuing my education with the CFP and my securities licenses, with a future opportunity to buy the business.  I then started the beginning and never ending education in the investment and financial planning industry.


1988 – Mr. Curtis hired me as a temp
1989 – Cherrie Jopling was hired as the company's receptionist and she is still working here today
1993 – I received my Certified Financial Planner® (CFP®) degree
1994 – I bought half of the company from Mr. Curtis and we changed the name to Curtis & Bissonette, Inc.
2009 – Mr. Curtis retired and I bought the company from him
 

Personal:

Born and raised in Woburn, Massachusetts, my roots in Lake Placid were planted when I traveled here as a young competitive figure skater.  Spending summers here on the ice made me fall in love with the area and in 1988 after I graduated high school, I made a permanent move to the town my family and I call home. A fun fact – one of the other skaters that trained on my hometown ice was Nancy Kerrigan.

I live here with my two children, Morin and Cobane, who are also very active in local sports. As a family we enjoy hiking, skiing and traveling together a few times during the year.

Through the years, I have been actively involved in my children's schools, the North Country Ballet Ensemble, Lake Placid Center for the Arts, Songs at Mirror Lake Music Series, Boy Scouts and other organizations in the Adirondacks. Aside from my family, I am also passionate about animals, arts, music and when I find the time, I am even an avid knitter and reader.

Phone 518-523-2443
Fax 518-523-4665
Mobile Phone 518-524-0207