The Team

Pell Wealth Partners

Our Advisors

Anthony Rizzuto

Anthony Rizzuto

Financial Advisor

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Designations

CFP®, CLU®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BA, Clark University, 1988

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Ziyah Esbenshade

Ziyah Esbenshade

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

Bachelor of Arts - Political Science & English, University of Vermont, 1994

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Steven Livingston

Steven Livingston

Financial Advisor

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Designations

CFP®, ChFC®, LUTCF

Top Areas of Focus

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

Education

Bachelor of Arts - Psychology, Dickinson College, 1969
CA Insurance #0K63871

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Douglas Messina

Douglas Messina

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies

Education

BS, Marketing with a minor in Economics, Fordham University, Bronx, NY
CA Insurance #0K84678

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Sheila Spicehandler

Sheila Spicehandler

Financial Advisor

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Designations

CRPS®, MBA, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

MBA, Wharton School of Business, BS Economics, Wharton School University of Pennsylvania, Cum Laude

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Daniel Ahearn

Daniel Ahearn

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Saving for Education
  • Sustainable and Responsible Investing
  • Investment Management

Education

University of Delaware, 2009, Bachelors of Science in Finance, Minor in International Business

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Michael Hirsch

Michael Hirsch

Financial Advisor