The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Matthew Mandell

Matthew Mandell

Private Wealth Advisor

More about me...

Contact

matthew.l.mandell@ampf.com

631.760.2264

Designations

CFP®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Bachelors of Finance, Pennsylvania State University
CA Insurance #0L09130

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Brian White

Brian White

Private Wealth Advisor

More about me...

Contact

brian.x.white@ampf.com

631.760.2265

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

BS, Business Finance, Adelphi University, Garden City, NY
CA Insurance #0L06710

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Christopher Mirandi

Christopher Mirandi

Financial Advisor

More about me...

Contact

christopher.mirandi@ampf.com

631.424.2482

Top Areas of Focus

  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Education

University at Buffalo, BS, 2014

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Our Staff

Yuki Christman

Registered Client Service Associate

Kay Billings

Client Service Associate