Team

  • Adrian A. Block

    Adrian A. Block

    Education and Training: Dartmouth College, Hanover NH – Received B.A. 1989 Life & Health Licensed Specialized Services Offered: Retirement Planning...

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  • Al Reda

    Al Reda

    Check the background of this investment professional on FINRA’s BrokerCheck.  ...

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  • Alan Lerner

    Alan Lerner

    Education and Training: Undergraduate Degree in Engineering from Lehigh University MBA from Columbia University Community, Charitable or Professional Organizations/Associations: Member...

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  • Alexander Cohen

    Alexander Cohen

    About Alex: Alex is a recent graduate of Arcadia University where he received a BA in Finance and played Division...

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  • Amir Rosenthal

    Amir Rosenthal

    About Amir: Amir Rosenthal is a 28-year veteran of the insurance and financial services industries. With his diverse business background,...

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  • Andrew Higgins

    Andrew Higgins

    Education and Training: Catholic University 2011 - History and Political Science Major Community, Charitable or Professional Organizations/Associations: BNI Primary Connections...

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  • Andrew Romano

    Andrew Romano

    Education and Training: Loyola University Maryland, B.S. Computer Science, FINRA Series 7, 63, 65 Work Experience & Background: Joined Citigroup...

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  • Andrew Rosenbaum

    Andrew Rosenbaum

    About Me: Andrew Rosenbaum has had a distinguished 33 year career in the financial services industry. Focusing on the areas...

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  • Andrew S. Leven

    Andrew S. Leven

    Education: New York University – Bachelor of Science (BS) New York University – Masters of Business Administration (MBA) Professional Designations:...

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  • Andrew Zimmerman

    Andrew Zimmerman

    About Andrew: Andrew graduated from Emory University’s Goizueta Business School with a Bachelors in Business. After researching several firms in...

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  • Annie Olaverri

    Annie Olaverri

    Education and Training: Annie graduated with a Bachelor of Arts from Hunter College. She has previously worked at JPMorgan Chase...

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  • Anthony Cucinotta

    Anthony Cucinotta

    Education and Training: BA – Villanova University MBA – Iona College Specialized Services Offered: Personal Insurance Planning Disability Income Planning...

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  • Anthony Iuffredo

    Anthony Iuffredo

    About Anthony: After running a successful family business in Mendham, NJ, Anthony Iuffredo joined Strategies for Wealth in 2007 and...

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  • Anthony J. Domino, Jr.

    Anthony J. Domino, Jr.

    Education and Training: BA – Religious Studies – Brown University Masters of Science in Financial Services – The American College...

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  • Anutara Cheewatrakoolpong

    Anutara Cheewatrakoolpong

    About Anutara: Anutara graduated from Rutgers University with a BA in Economics and went on to the University of Southampton...

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  • Barry Carron

    Barry Carron

    Education and Training: Syracuse University – BA Economics Specialized Services Offered: Individual Insurance Strategies Employee Benefits Planning Community, Charitable or...

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  • Ben Duronio

    Ben Duronio

    Education & Training: St. John’s University St. John’s University – MBA Finance Life and Health Licensed Series 7 and 66...

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  • Bobby Angel, RICP®

    Bobby Angel, RICP®

    About Bobby: Bobby Angel, RICP®, is a Managing Director at Strategies for Wealth. He comes to Strategies for Wealth from...

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  • Brendan Leary

    Brendan Leary

    Education and Training: - Florida State University, M.S. - Wesleyan University, B.A.   Check the background of this investment professional...

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  • Bruce Anapol

    Bruce Anapol

    Education and Training: BS, SUNY Albany Community, Charitable or Professional Organizations/Associations: -Committee Chairman Boy Scout Troop 36, Montrose, N.Y....

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  • Bryan Joseph Garvin

    Bryan Joseph Garvin

    Education and Training: BA-Hamilton College, Clinton, NY – 1986 Community, Charitable or Professional Organizations/Associations: Marty Lyons Foundation, Wish Coordinator...

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  • Charles Gonzalez

    Charles Gonzalez

    Education and Training: MBA Finance – George Washington University – 1980 Special Services: Business and Estate Planning, Personal Economics, Pension...

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  • Chet E. Schwartz

    Chet E. Schwartz

    About Chet: Chet entered the Financial Services Industry in 1995 after graduating with honors from the University of Florida where...

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  • Christopher Weber

    Christopher Weber

    Chris joined Strategies for Wealth in 2009 because he wanted to use the investment planning experience he gained at Merrill...

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  • Craig Katz

    Craig Katz

    Education and Training: Princeton University – BA, 1997 Life and Health Licensed Investments, Mutual Funds, and Annuities Specialized Services Offered:...

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  • Craig T. Slaughter

    Craig T. Slaughter

    Education and Training: State University of New York at Oswego – BA in Business Administration Certified Public Accountant at PriceWaterhouse...

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  • Daniel Paikin

    Daniel Paikin

    Personal Statement: I take a comprehensive approach to your financial needs using a process called the Economic Confidence Building Process....

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  • Darren Brody

    Darren Brody

    About Me: Darren Brody is a Financial Representative with Strategies for Wealth. A fifteen year industry veteran, Darren is committed...

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  • David Bibicoff

    David Bibicoff

    Education and Training: University of Miami, BBA, Finance major University of Miami, MBA Specialized Services Offered: Personal Financial Economics, Retirement...

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  • David Orsolino

    David Orsolino

    About Me: David Orsolino graduated from the University of North Carolina at Greensboro with a Bachelors Degree in Business. After...

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  • David Umbria

    David Umbria

    About David: David first entered the Financial Services industry in 2001 as a Mortgage Professional for a leading lending institution...

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  • Davin Sessa

    Davin Sessa

    About Me: Davin has been a coach of some sort for most of his life. Growing up in sports, he...

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  • Donald J. Faughnan

    Donald J. Faughnan

    Education and Training: St. Francis College, Brooklyn, NY 1977 – Economics Major Community, Charitable or Professional Organizations/Associations: Child Abuse Prevention...

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  • Eric Rothman

    Eric Rothman

    Biography: Eric Rothman is a financial advisor of Park Avenue Securities and a financial representative with Strategies for Wealth, a...

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  • Erick David Lazar

    Erick David Lazar

      Check the background of this investment professional on FINRA’s BrokerCheck.  ...

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  • Evan Harnik

    Evan Harnik

    Education and Training: Penn State University, BA 2007 Life and Health Licensed Investment, Mutual Funds, and Annuities Licensed Community, Charitable,...

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  • Evan Pollack

    Evan Pollack

    About Evan: Evan joined Strategies for Wealth in 2016 after six years of equity trading. A graduate from Penn State...

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  • Evan Stopol

    Evan Stopol

    Education and Training: Quinnipiac University 2006 – Management & Political Science Community, Charitable, or Professional Organizations/Associations: The Leukemia and Lymphoma...

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  • Evan Wohl CFP®, CLU®, ChFC®, RICP®

    Evan Wohl CFP®, CLU®, ChFC®, RICP®

    About Me: Through our unique planning process, my goal is to provide clients with the tools to help them reach...

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  • Gary K. Blum, CPA

    Gary K. Blum, CPA

    Education and Training: University of Pennsylvania, Wharton School of Business- 1997 B.S. in Economics with a concentration in Accounting Certified...

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  • Graig T. Galef

    Graig T. Galef

    Mission Statement: Graig provides financial and insurance strategies to help you sleep better at night and get more enjoyment out...

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  • Greg Breitman

    Greg Breitman

    About Greg: Greg joined Strategies for Wealth directly out of college as a graduate from the University of Miami. As...

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  • Greg Rosen

    Greg Rosen

    About Greg: An in-depth researcher, Greg excels at documenting information, comparing options, and defining priorities. He has been recognized in...

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  • Gregory Muller

    Gregory Muller

    Education and Training: BFA Public Relations - Long Island University / C.W. Post Campus About Gregory: Gregory was previously a...

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  • Hiram Arnaud

    Hiram Arnaud

    About Hiram: Hiram Arnaud is a financial analyst and holistic wealth advisor with Strategies for Wealth. Hiram works with individuals...

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  • Howard Cohen

    Howard Cohen

    Mission Statement: Each morning I wake up knowing that I have the opportunity to impact the life of someone by...

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  • Ian Kansky

    Ian Kansky

    Education and Training: State University of New York at Albany - BA in Economics Minor in Business Administration Designations: Series...

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  • Jack Somer

    Jack Somer

    Education and Training: SUNY Plattsburgh: BS Specialized Services Offered: Wealth Building, Personal Financial Economics (Life & Disability) Employee Benefit Program...

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  • James L. Newhouse

    James L. Newhouse

    http://www.newhousefinancial.com Education and Training: BA – Washington and Jefferson College, Economics, 1983 Received a Proclamation by Westchester County Executive Andrew...

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  • Jeannie Jackson

    Jeannie Jackson

    About Jeannie: Jeannie Jackson comes to Strategies for Wealth as an experienced advisor. She began her career with Paul Revere...

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  • Jeff Wertheim

    Jeff Wertheim

    Education and Training: George Washington University - MBA Duke University - BS Economics and Computer Science CFA - Chartered Financial...

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  • Jeffry J. Weldon

    Jeffry J. Weldon

    http://www.jeffweldon.com About Me: Mr. Jeffry J. Weldon, J. D.* is a senior consultant at Strategies for Wealth. He has more...

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  • Jerome N. Pasichow

    Jerome N. Pasichow

    About Jerry: Jerry joined Strategies for Wealth in 1995 to advise clients and educate financial advisors on the importance of...

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  • John C. Ross

    John C. Ross

    About John: My approach is straight-forward. I strive to re-imagine conventional financial wisdom with something bolder. When your financial strategies...

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  • John Higgins

    John Higgins

    Education and Training: New York University, Master in Business Administration, 2012 Dissertation: Innovation and Fostering Advanced Technology Sectors: Creating a...

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  • John Marcel

    John Marcel

    http://madisonparkconsultants.com Education and Training: American College – Bryn Mawr, Pennsylvania Awarded CLU (Chartered Life Underwriter) Designation 1993 Certified Financial Planner...

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  • John Spoleti

    John Spoleti

    About Me: Prior to starting his career in the insurance and financial industry 23 years ago, John owned and operated...

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  • John W. Rachel

    John W. Rachel

    Education and Training: Fairfield University, BA – 1986 Special Services: Personal Financial Planning Life Insurance Planning Business Planning (Succession, Benefits,...

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  • Jonathan Adler

    Jonathan Adler

    About Jonathan: I am truly a native New Yorker. I was born at New York Hospital (now Presbyterian) which happened...

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  • Jonathan Blinken

    Jonathan Blinken

    Education and Training: BA Clark University, Worcester MA Specialized Services Offered: Protection Planning Estate Planning Employee Benefits Community, Charitable or...

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  • Jonathan Rosenbaum

    Jonathan Rosenbaum

    About Me: Jonathan joined Strategies for Wealth directly out of college.  A graduate from the University of Wisconsin-Madison and a...

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  • Joseph D. Biegel

    Joseph D. Biegel

    Education and Training: B.A. Johns Hopkins University J.D.  George Washington University Law Center Series 6, 7, 63, 65, Life &...

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  • Joseph Long

    Joseph Long

    About Joe: Joseph Long lives life every day with one overriding mission: to inspire others to accomplish greatness. In his...

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  • Joshua I. Gorra

    Joshua I. Gorra

    About Josh: Joshua I. Gorra is the Managing Director of Strategies for Wealth, New England. He works closely with the...

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  • Keith Snyder

    Keith Snyder

    Education and Training: Lehigh University: Bachelor of Science in Accounting   Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Kenneth A. Horowitz

    Kenneth A. Horowitz

    About Me: Kenneth A. Horowitz entered the life insurance business in 1989 after a short career in the commercial real...

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  • Kevin V. Garvin

    Kevin V. Garvin

    Education and Training: BA – Hamilton College, Clinton, NY – 1984 Community, Charitable or Professional Organizations/Associations: Marty Lyons Foundation –...

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  • Kyle Hanselman

    Kyle Hanselman

    About Kyle: Kyle joined Strategies for Wealth in 2009 after working at Prudential Financial for 3 years in their Wealth...

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  • Lawrence Cohen

    Lawrence Cohen

    Education and Training: Boston University - School of Management - B.S. in Business Administration Life and Health Licensed Specialized Services...

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  • Leslie Waltzer Pollack

    Leslie Waltzer Pollack

    Education and Training: Leslie graduated from Cornell University with a Bachelor of Arts. She was a successful development professional for...

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  • Louis Robert Mohn

    Louis Robert Mohn

    About Me: As a former publisher and corporate executive my family has experienced the value of our firm's uncommon approach...

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  • Marc H. Miller

    Marc H. Miller

    Marc H. Miller – CLU, ChFC, RIA Education and Training: BA, University of Rochester CLU, American College ChFC, American College...

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  • Marc Shapiro

    Marc Shapiro

    Personal Statement: With the help of the Living Balance Sheet, I work with my clients to coordinate and integrate all...

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  • Mario Pitchon

    Mario Pitchon

    http://strategiesforwealth.com/associates/mario-pitchon/ Designations: Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) since 1989 American College, Bryn Mawr, PA – 1989...

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  • Matthew Brady

    Matthew Brady

    About Me: After spending over 20 years in capital markets trading currencies and executing for hedge funds, international corporations and...

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  • Matthew Flannery

    Matthew Flannery

    Education and Training: Northeastern University – Bachelor of Science in Finance and Management Specialized Services Offered: Matthew worked on Wall...

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  • Matthew Gaglio

    Matthew Gaglio

    Integrity Advisors Pension Consultants, Inc. About Me: Matthew Gaglio is a principal of Integrity Advisors Pension Consultants Inc., a multi-faceted...

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  • Michael C. Ringel

    Michael C. Ringel

    Education and Training: SUNY Albany, BS Accounting, Magna Cum Laude, 1989 New York University, MBA Marketing, 1994 Certified Public Accountant,...

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  • Michael Cohen

    Michael Cohen

    About Me: Michael and his wife reside in Westfield, NJ with their two daughters. He enjoys golf, skiing, cycling, and...

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  • Michael DiFiore

    Michael DiFiore

    Education and Training: Siena College - B.S. in Finance About Michael: The finance industry has always been a part of...

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  • Michael Klotz

    Michael Klotz

    Education and Training: CPA CFP® Specialized Services Offered: I work closely with my clients to enable them to properly coordinate...

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  • Michael M. Silverman

    Michael M. Silverman

    Designations: CLU, ChFC, CIC Specialized Services Offered: Property & Casualty*, LEAP® Personal Financial Economics Community, Charitable, or Professional Organizations/Associations: Vice...

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  • Michael Piccoli

    Michael Piccoli

    Education and Training: Brandeis University – BA, Economics and International Business Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Michael R. Jacobson

    Michael R. Jacobson

    Education and Training: BA Yale University, 1975 MBA Yale University, 1981 Community, Charitable, or Professional Organizations/Associations: Trustee Mamaroneck School District...

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  • Michael S. Shapiro

    Michael S. Shapiro

    About Michael: Michael joined Strategies for Wealth in 2010 to help individuals achieve their life style goals and create a...

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  • Michael Weinberg

    Michael Weinberg

      Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Michele Lee Fine

    Michele Lee Fine

    About Me: I develop long term proactive relationships with my clients and base them on my dedication, integrity, and commitment...

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  • Myles Boege

    Myles Boege

    Education and Training: Skidmore College - Degree in Management and Business/Religious Studies Specialized Services Offered: Financial planning for Executives and...

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  • Nick Liapunov

    Nick Liapunov

    About Me: I develop long term proactive relationships with my clients and base them on my dedication, integrity and commitment...

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  • Pamela Morley Tierney

    Pamela Morley Tierney

    About Me: Mrs. Pamela Morley Tierney is a senior consultant at Strategies for Wealth. She has more than 28 years...

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  • Patrick O’Gara

    Patrick O’Gara

    Bio: Mr. O’Gara lives in Somers, NY. He began working at Strategies for Wealth immediately after graduating from Fairfield University...

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  • Peter Heckman

    Peter Heckman

    About Me: Pete Heckman has been in the financial planning field for over 10 years, beginning his career as an...

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  • Peter Lichtenberg

    Peter Lichtenberg

    Education and Training: Lehigh University – BS Finance, 1977 Fordham University – MBA Finance, 1979 CLTC – Certified Long Term...

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  • Philip Scott

    Philip Scott

    Education and Training: Bachelor of Arts, St. John’s University Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Ramery De Luna

    Ramery De Luna

    About Ramery: Ramery joined Strategies for Wealth to “deepen my knowledge of how to educate and take future clients to...

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  • Reino Truumees

    Reino Truumees

    Education & Training: Columbia College (1987) Rutgers Graduate School of Management (1993) Community, Charitable or Professional Organizations: Estonian American Amateur...

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  • Richard M. Rubenstein

    Richard M. Rubenstein

    About Me: I develop long term relationships with my clients and base them on integrity and commitment to them, their...

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  • Rick Bloom, CLU®, ChFC®, RICP®, CFP®

    Rick Bloom, CLU®, ChFC®, RICP®, CFP®

    Rick Bloom Financial http://www.rickbloomfinancial.com/ Education and Training: BA Accounting, Queens College (CUNY) CLU® - Chartered Life Underwriter ChFC® - Chartered...

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  • Rick Elliott

    Rick Elliott

    About Me: Rick has been in the Finance and Banking Industry for over 20 years. He & his wife, Debbie,...

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  • Ricky Comis

    Ricky Comis

    Education and Training: University of Delaware - B.S. in Finance About Ricky: Prior to joining Strategies for Wealth, Ricky worked...

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  • Robert Cohen

    Robert Cohen

    About Bob: Bob is an accomplished professional in the financial services industry with over 25 years of experience. Prior to...

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  • Robert Grossman

    Robert Grossman

    Education and Training: B.A. Economics - NYU Licensed Life Agent Community, Charitable or Professional Organizations/Associations: Westchester Bus Council Westchester City...

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  • Robert McLoughlin

    Robert McLoughlin

    Education and Training: Siena College, BBA Accounting New York University, Stern School of Business, MBA Finance Community, Charitable, or Professional...

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  • Robert S. Schlesinger

    Robert S. Schlesinger

    My Mission Statement: My mission is based on my strongest qualities of enthusiasm, confidence, curiosity, and communication. I value honesty,...

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  • Robert Soler, CFA, RICP®

    Robert Soler, CFA, RICP®

    About Me: Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing....

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  • Ronald Ramirez

    Ronald Ramirez

    Special Services: Investment Specialist Long Term Care Insurance Qualified Plans Retirement Income Planning Life Insurance Disability Insurance Check the background...

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  • Rosanna Guardavaccaro

    Rosanna Guardavaccaro

    Mission Statement: “My goal is to help people understand their financial world, and how one decision affects another. Whether it’s...

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  • Roxana McKinney

    Roxana McKinney

    Education and Training: - Beijing University ’00 - University of Texas at Austin ’04 Specialized Services Offered: - Life and...

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  • Russ Carpentieri

    Russ Carpentieri

      Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Ryan Bohn

    Ryan Bohn

    Education and Training: BA in Communications from the University of Maryland Series 7, 63, NY Life, Accident, Health Community, Charitable...

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  • Scot Karr

    Scot Karr

    About Scot: Scot spent 25 years in the financial services industry. After interning the summer of 1981 at Solomon Brothers,...

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  • Shawn Marshall

    Shawn Marshall

    Education and Training: Trinity College - BA in History Community, Charitable or Professional Organizations/Associations: Omega Psi Phi Fraternity, Inc. About...

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  • Spencer Friedman

    Spencer Friedman

    Personal Statement: I help my clients achieve financial balance by taking a holistic approach to planning. The processes and strategies...

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  • Steve Wilson

    Steve Wilson

    Education and Training: MBA – Accounting – Fordham University, 1991 MS – Taxation – Fordham University, 1991 BS – Finance...

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  • T.J. Trimboli

    T.J. Trimboli

    Mission Statement: I move people towards financial balance and help my clients live great lives by providing them uncommon knowledge....

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  • Terence G. McGlynn

    Terence G. McGlynn

    Education and Training: BS Economics – Finance Stonehill College N. Easton MA MBA Finance – Pace University Special Services: -Life...

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  • Theresa Steinkamp

    Theresa Steinkamp

    Cornerstone Wealth Advisory, LLC Education and Training: Providence College - Bachelor's Degree in Accounting Licensed as a Certified Public Accountant...

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  • Thomas E. Sherman, MBA, CLTC, RICP®

    Thomas E. Sherman, MBA, CLTC, RICP®

    http://www.linkedin.com/in/ThomasESherman About Tom: Tom was a client of Strategies for Wealth long before he joined the firm. After a 20-year...

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  • Timothy J. Faughnan

    Timothy J. Faughnan

      Check the background of this investment professional on FINRA’s BrokerCheck....

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  • Timothy Sachs

    Timothy Sachs

    Education and Training: Timothy graduated from Loyola University Maryland with a BBA in International Business. He has previously worked as...

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  • Travis J. Caruso

    Travis J. Caruso

    About Travis: Prior to joining Strategies for Wealth, Travis worked at JP Morgan Chase as a Licensed Banker, Sales Manager,...

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  • Vidal Peoples

    Vidal Peoples

    Education and Training: Metropolitan College of New York- B.B.A. Baruch’s Zicklin School of Business- M.B.A. About Vidal: I am a...

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  • Vincent J. Conigliaro

    Vincent J. Conigliaro

    Education and Training: New York Life - 2010-2013 Mass Mutual - 2013-2014 Prior to joining Strategies for Wealth, Vincent joined Mass...

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  • Vincent M. D’Addona

    Vincent M. D’Addona

    About Me: Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies...

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  • William D. Murphy

    William D. Murphy

    Education and Training: St. John’s University- BS, Finance Chaminade High School Specialized Services Offered: Broker for all benefits for the...

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