Serge R. Pinard, CFP® <br>Managing Partner

Serge R. Pinard, CFP®
Managing Partner

Serge R. Pinard, CFP®, LUTCF has worked closely with clients, continually committing himself to understand their goals and dreams, and helping eliminate any obstacles to achieving them.  This customer focus allows him to help provide strategies for each client’s individual situation.  He offers a variety of financial protection and asset accumulation products and services, including life insurance, annuities and investments, as well as business, estate and retirement planning.   He understands the importance of helping clients make the most appropriate financial decisions possible, and strives to offer clients honest financial strategies that apply to real life problems.

In 2013, he formed Premier Heritage with his partner Gregory Alerte, CFP® in an effort to continue to add value to his growing client relationships.

Throughout his career, Serge has received numerous company honors including the Top 50 and Centurion awards and is a member of Equitable’s prestigious Hall of Fame recognizing his years of outstanding performance.  In addition, Serge has earned the industry’s National Quality Award (NQA). 

Committed to professional education, Serge is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®), and is a fellow of the Life Underwriters Council (LUTCF).   He has also earned a Retirement Program Certificate from The Wharton School of the University of Pennsylvania for completing the Equitable At Retirement® education program and regularly attends the annual Wharton Summit meetings to stay on top of issues relative to issues associated with retirement planning.  Serge graduated from Baruch College in 1976 with a BBA in marketing and in 2012 he earned a certificate from New York University School of Professional Studies in International Business and Finance. 

He is also a life and qualifying member of the Million Dollar Roundtable (MDRT).  MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial service industry.  Active in the industry, Serge is a member of the Nassau County Chapter of the National Association of Insurance and Financial Advisors.  

In his community, he is a frequent guest speaker for the Association of Haitian Physicians Abroad (AMHE), the Haitian Engineers Association, the Haitian American Nurses Association, the Haitian American Lawyers Association and other community organizations.  When Serge is away from the office, he enjoys spending time with his family and traveling.

CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Premier Heritage, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (516) 358-3845