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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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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John Goodnough

John Goodnough

Financial Advisor

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Top Areas of Focus

  • Intergenerational Planning
  • Investment Management
  • Insurance

Education

Bachelors, Finance and Marketing, Sacred Heart University, Fairfield, CT

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Our Staff

Alison F. Parker

Alison F. Parker

Client Service Specialist

Office Manager
Ellen Pocost

Ellen Pocost

Marketing Manager

Operations Specialist