Sandy Joel Siff, PhD

Work at Halliday:

Sandy joined Halliday in 1987.  He works with clients by creating a sound individual and family plan for short, medium, and long term financial goals for his clients.  In addition to working with individuals and families, Sandy has extensive experience in helping not for profit organizations, schools and religious organizations educate employees by offering and administering defined contribution advisory services which includes 403 b and 401K plans, but also health insurance, life insurance, disability and long term insurance.

Sandy’s approach with clients emphasizes communication and exchange of ideas are most important.  Financial planning for individuals and families is continuous involvement between Sandy and his clients. He takes multiple steps by taking the time to engage his clients into a process that helps them understand when ,why and how goals will be met. This process involves education and explanation. This is done to assure a better understanding by both Sandy and client. Sandy’s philosophy is based on the best interest of the client. 

Background and education:

Sandy holds a Bachelors and Masters Degree from Brooklyn College and a Ph.D. from New York University.   Sandy taught at Queensborough Community College in Bayside, Queens, NY for thirty-two years as Professor and Chairperson of the Department of Health, Physical Education and Dance.  Sandy’s licenses include Series 6 and 63 along with his New York State Life, Accident, and Health Insurance.  Sandy also holds the prestigious designation of CERTIFIED FINANCIAL PLANNER TM.

Additional information:

Sandy was an Athlete at Hunter College and Brooklyn College playing both basketball and running track and field.

At present, Sandy plays a 65 game softball schedule in his Long Island Community and skis at Hunter, New York.

Sandy has served his community by being a trustee and Deputy Mayor for 12 years in the Village of Roslyn Estates.  In addition, he was a trustee for six years and President of the Board of Trustees for three years for the Roslyn Bryant Library, Roslyn, NY.

Currently residing in Roslyn Estates, NY, Sandy enjoys spending weekends skiing at his Hunter, NY residence with his wife, children, in-laws and fifteen (15) grandchildren.