The Team

VERITA WEALTH ADVISORY GROUP
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Anthony Leopizzi

Anthony Leopizzi

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, CIMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

BS, Finance, New York Institute of Technology, NY, NY
CA Insurance #0K63746

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Antonio Cannataro

Antonio Cannataro

Financial Advisor

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Designations

CFS®, CRPC®, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Women's Financial Strategies

Education

BA, Finance & Economics, New York Institute of Technology, Old Westbury, NY
CA Insurance #0K59395

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Jeremy Darstek

Jeremy Darstek

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Small Business

Education

University of Delaware, BS, Biochemistry, Business Administration, Honors 1997

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Our Staff

Edison Martinez

Edison Martinez

Paraplanner

Iris Bakker

Iris Bakker

Client Service Manager

Ria Grace

Ria Grace

Client Service Coordinator