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

Laura Grasso

Laura Grasso

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Employee Stock Options
  • Intergenerational Planning
  • Family Finances

Education

BA, Management and Marketing, Montclair State University, 2001
CA Insurance #0H65049

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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

Elizabeth Bressler

Client Concierge