The Team
Oceanview Private Wealth
Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we help our clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Daniel Bellino

Daniel Bellino

Private Wealth Advisor

More about me...

Contact

daniel.j.bellino@ampf.com

561.273.4537

Designations

ChFC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

University of Massachusetts - Bachelor of Science, University of Massachusetts - Graduate Certificate - Business Administration, The American College- Chartered Financial Consultant
CA Insurance #0G06783

VISIT MY WEBSITE

Eric Cornall

Eric Cornall

Private Wealth Advisor

More about me...

Contact

eric.m.cornall@ampf.com

561.273.4548

Designations

CFP®, CRPC®, CFS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

St. Bonaventure University
CA Insurance #0E32152

VISIT MY WEBSITE

Richard Ewing

Richard Ewing

Private Wealth Advisor

More about me...

Contact

richard.ewing@ampf.com

561.383.3625

Designations

CFP®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

Boston College 1998, graduated magna cum laude, Phi Beta Kappa
CA Insurance #0F51102

VISIT MY WEBSITE

Patrick Shea

Patrick Shea

Financial Advisor

More about me...

Contact

patrick.e.shea@ampf.com

561.273.4536

Top Areas of Focus

  • Financial Strategies for LGBTQ Couples and Families
  • Business Retirement Plans
  • Retirement Planning Strategies
CA Insurance #0I73704

VISIT MY WEBSITE

Our Staff

Margaret Scaparotti

Margaret Scaparotti

Registered Client Service Associate
John Nelson

John Nelson

Registered Client Service Associate
More about me...

Contact

jonelson@ampf.com

561.383.3619

Allison Meyers

Allison Meyers

Registered Client Service Associate