About My Practice
Seneca Financial Advisors LLC provides comprehensive financial services to individuals. We specialize in helping families move assets down through the generations with a keen eye on responsibility, wealth preservation, and tax management. We employ a team of Certified Public Accountants, Certified Financial Planners, Attorney and other professionals with backgrounds in the various disciplines necessary to help clients meet their unique objectives. We can help with personal income taxes, cash flow and savings, asset allocation, investment management and retirement planning. We also help with estate and charitable planning, and fully utilizing employer provided benefit plans. We work cooperatively with other professional advisors you may employ, because their ideas may help you achieve your goals and your relationship with them may be important to your overall financial well being. Our professional ethics and complete privacy mark a difference between our service and many others in the financial planning field. Our relationship can be used to provide an independent, objective sounding board for different investment options and proposals; you will not be sold products or investment advice affiliated with one particular broker or financial institution. We are confident our services are the best available, and we welcome the opportunity to prove the same to you.
Mr. Votava has over 30 years' experience working with clients and their families to achieve their unique personal financial objectives. Given his background as an attorney, CPA and Certified Financial Planner, and his complete independence and objectivity, a coordinated and effective plan can be implemented. He is an owner of the firm and is past National Chairman of the Board of the Financial Planning Association, past Chairman of the Board of the National Endowment for Financial Education, and currently serves on the Board of Directors for the Certified Financial Planner Board of Standards, Inc.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Admitted to Bar
- Other - Admitted to NYS and DC Bar; United States Tax Cour
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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