VERITA WEALTH ADVISORY GROUP

Advisors

Advisor photo for Anthony Leopizzi

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Anthony Leopizzi's website
Advisor photo for Austin R Hicks

Austin R Hicks

MBA, CFP®, APMA®

Associate Financial Advisor

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Advisor photo for Dan O'Dowd

Dan O'Dowd

Financial Advisor

Visit Dan O'Dowd's website


Team

Manuel Diaz Rodriguez Jr.

Manuel Diaz Rodriguez Jr.

Client Service Manager

Alexander King

Alexander King

Client Service Specialist

Fran Devito

Fran Devito

Operations Manager

Qualifications

  • Studied Accounting at Baruch College
  • Life & Health Licensed

Roles & Responsibilities

  • Specializes in insurance illustrations, reprojections and processing
  • Coordinates marketing and events management
  • Coordinates marketing and events management
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Justin Mattia

Justin Mattia

Financial Planning Assistant

Roles & Responsibilities

  • Collects client’s financial data
  • Prepares financial plan deliverables and meeting summaries
  • Executes money movement transactions
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