The Team

Grasso & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Richard Byank

Richard Byank

Financial Advisor

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Designations

CFP®, CRPC®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Employee Stock Options

Education

B.S. from Rutgers, The State University of New Jersey - New Brunswick
CA Insurance #0G46281

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Jonathan Philport

Jonathan Philport

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

2006, B.S. Psychology, Swarthmore College, PA

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Our Staff

Sandi Reynolds

Sandi Reynolds

Marketing Consultant

Celeste Manheim Vorvolakos

Celeste Manheim Vorvolakos

Executive Assistant

Cecilia Bernescu

Cecilia Bernescu

Client Service Specialist