Our advisors

Anthony Leopizzi

Anthony Leopizzi

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website
Antonio Cannataro

Antonio Cannataro

Financial Advisor

Chartered Financial Consultant®
Learn more about Antonio Cannataro Visit Antonio Cannataro's website
Jeremy L Darstek

Jeremy L Darstek

Financial Advisor

Learn more about Jeremy L Darstek Visit Jeremy L Darstek's website

Our team

Edison Martinez, MBA

Edison Martinez, MBA

Paraplanner

Angela-Joy L. Cerrato, MBA

Angela-Joy L. Cerrato, MBA

Client Service Manager

Qualifications

  • MBA
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Fran Devito

Fran Devito

Operations Manager

Claudia Bojaj, MS.Ed

Claudia Bojaj, MS.Ed

Client Service Coordinator

Qualifications

  • MS.Ed
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Darcy Lam, MBA, CPA, CFA

Darcy Lam, MBA, CPA, CFA

Investment Specialist

Qualifications

  • MBA, CPA, CFP
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