Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, 66 & Life & Health Insurance Licenses

Education

  • Manhattan College, Riverdale, NY - B.S. Marketing - 1984

Awards & recognition

  • Pio Costa & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Pio Costa & Associates, Ameriprise Client Experience Award, 2022, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2021

Professional associations

  • Financial Planning Association® (FPA®)

Community participation

Orange/W Orange UNICO Foundation Board of Directors/President & Scholarship Chairman

UNICO National Scholarship Committee

The Charles & Joan Alberto Italian Studies Institute at Seton Hall University - Advisory Council

St. Matthew's R.C. Church, Randolph, NJ - Faith Food Kitchen - Dover, NJ

Franciscan Charities- St. Anne's Church Food Bank-Newark, NJ

Interests

  • I enjoy spending time w/ my wife Michelle & my 3 daughters, Lindsay, Stephanie & Christina, their husbands Michael and Matthew and my new Grandson Michael Gabriel. I currently reside in Randolph, Morris County, NJ.
  • I enjoy all sports especially my NY Giants & METS.
  • I also enjoy going back to my hometown of West Orange, Essex County, NJ.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.