The Team

Lombardi and Associates
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Joseph P Lombardi

Joseph P Lombardi

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Education

Long Island University, Dobbs Ferry, NY - MBA in Finance, 1990, Saint Michael's College, Winooski Park, VT - BS in Biology, 1987
CA Insurance #0C96344

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Anthony S Lesica

Anthony S Lesica

Private Wealth Advisor

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Designations

CFP®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments

Education

B.S. in Finance from St. Francis College, Brooklyn

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Scott Ladore

Scott Ladore

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

BA, Marketing, Southern Connecticut State University 1991-1995

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Michael Batas

Michael Batas

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Wealth Preservation Strategies

Education

CUNY Baruch College, New York, NY - BBA in Management 2008

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Our Staff

Alison F. Parker

Alison F. Parker

Client Service Specialist

Practice Manager
Ellen Pocost

Ellen Pocost

Marketing Manager

Operations Specialist
Carole Annunziata

Carole Annunziata

Receptionist