Denis Kallfa

Denis Kallfa is a financial professional working as a Client Associate (CSA) at UBS Wealth Management.12 He is based in the New York City Metropolitan Area and holds the Chartered Retirement Planning Counselor (CRPC™) designation.23

Professional Background

Education:: Denis studied Mathematics/Economics at Fordham University, where he pursued a Bachelor's degree.

Current Role:: At UBS Wealth Management, Denis is part of the SCF Wealth Management Group.2 As a Client Associate, he likely supports wealth management advisors and clients with various financial services and administrative tasks.

Expertise:: His CRPC™ designation indicates specialized knowledge in retirement planning.3

Professional Network

Denis has 14 connections on LinkedIn1, suggesting he maintains a professional network within the financial services industry. His LinkedIn profile can be found under the username denis-kallfa-21ab1b97.

Location and Licensing

Denis is registered to work in multiple states, including Arizona, California, Connecticut, Florida, and Hawaii3, which implies he may serve clients across these regions or have relevant licensing in these states.