Associates

 

  • Luis Chiappy, CFP®, CLU, ChFC, LUTCF

    Senior Partner

  • Joe Lagriola, LUTCF

    Senior Partner

  • Wayne Cooper, CLU, ChFC, LLM

    Partner

  • Gloria Barbier

    Partner

  • Colin Feng, Ph.D. CFP®

    Partner

  • Myles German, CFP®, RICP®, CDFA

    Partner

  • Tell Gonzalez, CFP®, MBA

    Partner

  • Bob Krupp

    Partner

  • Raphael Leite, MBA

    Financial Professional

  • Harris Mandler, CFP®

    Partner

  • James Massey

    Partner

  • Mark Rolnick

    Associate

  • Alfred Soricelli, CFP®, RICP®

    Partner

  • Lourdes Vila

    Partner

  • Adam Weirich, CFP®

    Partner