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Qualifications of Financial Advisor in Woodbury

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Woodbury, New York
Financial Advisor Office Location Phone Number
Richard Malen,
Sagemark Consulting
105 Maxess Road,
Melville, NY  11747
(631) 227-0637
PHILIP CAPELL, CFP®, JD, MS in Tax,
Piermont Wealth Management Inc.
48 South Service Road,
Melville, NY  11747
(631) 454-1585
Jeffrey C. Lewis, CFP, ChFC, CLU,
Planning Financial Futures, Inc
1895 Walt Whitman Road,
Melville, NY  11747
(631) 546-5403
David Warshaw, CFP®, CHFC®, CLU®,
David Warshaw
600 Old Country Road,
Garden City, NY  11530
(516) 400-7111
John Patsy, CFP®, RICP®,
LPL Financial
900 Route 111,
Hauppauge, NY  11788
(631) 350-7024
Nels Wangensteen,
MayTech Global Investments
950 Third Avenue,
New York, NY  10022
(212) 899-2737
Stephen Sassi,
Edelman Financial Services, LLC
406 Forest Ave.,
Staten Island, NY  10301
(888) 752-6742

Information on Qualified Financial Advisors in Woodbury

Qualifications CRD# 2280791
Series 6, 7, 63


Office Location 105 Maxess Road,
Suite 106,
Melville,
NY 
11747
Phone Number (631) 2270637

Richard Malen has been a Financial Planner with Sagemark Consulting since 2005 and has over 25 years of experience in the financial services industry.He assists individuals and business owners in making informed decisions in regard to their monetary growth and the protection of their assets, enabling them to effectively accumulate greater wealth. He is proficient in group benefits, pension design and business succession planning for businesses and business owners. For individuals, he helps people plan for wealth accumulation and retirement planning in both the accumulation phase as well as in the post retirement distribution phase. He is well versed in issues surrounding estate planning and, working with the Sagemark Consulting team, is able to handle estates of any size. Since Rich is an independent broker for both insurance and investment products he is able to get the best products suited for each individuals needs. Rich has said that "Always remember, it's not important how much money you make, it's how much you keep that's important."

About Sagemark Consulting

Over the years we have come to realize that as the scope of financial services grows, so does the need for professionals to provide these services. That is why we approach your financial planning needs with a team of specialists. It is the key to our success and yours. We are a group of professionals in a variety of financial planning disciplines combining our knowledge and experience, using sophisticated support systems to determine the appropriate financial strategy for your individual needs. We are dedicated to helping you identify your goals, develop a financial plan based on sound advice and knowledge, implement your plan, and update your plan on a regular basis. At Sagemark Consulting you will find the best of both worlds; the resources of a large company and the personal attention to establish a plan to help you toward achieving your financial goals.



Qualifications CRD# 119376

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 48 South Service Road,
Suite 102,
Melville,
NY 
11747
Phone Number (631) 4541585

Mr. Capell, CEO of Piermont, has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each client’s financial needs, be it capital preservation or growth, income at retirement, and/or tax planning. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his client’s objectives and risk tolerance. Philip is married with two sons and a daughter residing on Long Island. He is a multi-marathon finisher and an Ironman triathlon finisher. Education: College: Cornell University, Ithaca, New York, B.S. 1987. Law School: Washington School of Law, American University, Washington D.C., J.D. 1990. Graduate School: Pace University, New York, New York, M.S. in Taxation 1998. Memberships, Organizations & Offices: National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization. Financial Planning Association - member. Community, Articles & Pro Bono Activities: Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) Past Lecturer for Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.

About Piermont Wealth Management Inc.

PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.



Qualifications CRD# 2141917
Series 6, 7, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1895 Walt Whitman Road,
Suite 6,
Melville,
NY 
11747
Phone Number (631) 5465403

About Jeffrey C. Lewis Jeffrey C. Lewis is Founder, Director & President of Planning Financial Futures, Inc. Jeff’s career in the financial services industry spans over 25 years of service excellence, helping individuals reach their financial goals by employing a systematic, yet personalized financial planning process. His practice areas include Risk Assessment & Mitigation, Portfolio Assessment, Design and Management, and Retirement and Estate Conservation Planning. Jeff’s character and interest in helping others was forged early in his life, when as a young boy growing up in a middle class environment, he was diagnosed with a deadly form of childhood leukemia. His time in hospitals and with doctors initially led him to consider a career in medicine, however, as a pre-med student in college, his career path was forever altered after taking an elective course in economics and finance. “The rest is history” as they say…. In his spare time, Jeff enjoys helping others as a Certified Fitness Trainer and nutrition enthusiast. His passion for health and fitness allows him another avenue to express his values of discipline, commitment, and resilience. It is this same holistic approach and strength of purpose that he applies to his financial services practice and clients every day. Jeff prides himself on being a good listener, his ability to give plain-spoken advice, and his adherence to time-honored strategies. He is married to Madeline Abbene-Lewis and together they enjoy raising his twin daughters.

About Planning Financial Futures, Inc

Retirement Planning is our specialty. From budgeting to Social Security Claiming Strategies, we address it all! The Wiser Advisors at Planning Financial Futures are experts on financial planning, managed investments, and personal insurance. We work with Individuals, Couples, Small Businesses, Distressed Relationships, Seniors, and Sudden Wealth Scenarios to improve your current financial affairs and ultimately your future. We strive to achieve our clients' financial goals by creative planning, systematic implementation, disciplined investing, and control of tax and management costs. We work with you to develop a comprehensive financial plan and, if needed, construct a portfolio that will help you achieve your financial goals. We look forward to helping plan your financial future!



Qualifications CRD# 4702122
FirmCRD# 284167
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 600 Old Country Road,
Suite 305,
Garden City,
NY 
11530
Phone Number (516) 4007111

David Warshaw, CFP®, CHFC®, CLU® is a Senior Wealth Manager with BluePrint Wealth Alliance. As a comprehensive financial advisor, David takes great pride in advising his clients on a variety of matters related to their financial life. He seeks to make even the most challenging financial concepts simple, relatable and& dare we say it& fun! David began his financial planning career in 2004 with Ameriprise Financial Advisors. In 2010, he left Ameriprise and founded The WealthPlan, LLC, an independent wealth management firm with a planning-first philosophy. David continued to expand The WealthPlan until merging his practice into BluePrint in late 2016. David has always placed an emphasis on education. In 2003, David graduated with a Bachelor of Science degree from Washington University in St. Louis with a double major in finance and accounting. Shortly after entering the financial profession, David became a Chartered Financial Consultant, Chartered Life Underwriter, and in 2016, he became a Certified Financial Planner". Outside of work, David has many varied interests, including dancing, music, and martial arts, having recently taken up Muay Thai. He also enjoys traveling and experiencing new places and cultures. To date, David has visited nearly 20 different countries and hopes to further expand that list in the near future. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy.

About David Warshaw

BluePrint Wealth Alliance, LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. We serve individuals, families and businesses across multiple generations. We are driven to deliver objective, efficient, and unbiased solutions to our clients which exceed expectations, account for future goals, and enhance quality of life. Our commitment is to the highest level of integrity, professionalism, and transparency to support open communication and ongoing client education.



Qualifications CRD# 2772152
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 900 Route 111,
Suite 280,
Hauppauge,
NY 
11788
Phone Number (631) 3507024

John is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Retirement Income Certified Professional® backed by LPL Financial. LPL Financial is a national independent broker/dealer headquartered in San Diego, Boston, and Charlotte that supports it’s advisors with independent investment research, financial planning and insurance expertise. John is securities registered and licensed for life, health, disability, and long term care insurance.

About LPL Financial

I am an independent CERTIFIED FINANCIAL PLANNER™ professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am affiliated with LPL Financial, a leading independent financial services firm. Through comprehensive planning I work with my clients to review their financial position relative to their financial goals and develop a plan of action to help achieve those goals. I foster an ongoing relationship through regularly scheduled meetings to help keep their financial plan on track as their life situation and the economy and markets change.



Qualifications CRD# 285985
FirmCRD# 285985


Office Location 950 Third Avenue,
18th Floor,
New York,
NY 
10022
Phone Number (212) 8992737

About MayTech Global Investments

MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (888) 7526742

Formal Education: Bachelor of Arts in Communication, Rutgers University Business Background: Stephen Sassi has been an investment advisor for 14 years, and has been with Edelman Financial Services since 2016. Recent Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2013–2016: Vice President/ Financial Consultant at Charles Schwab. Provided financial advice to clients. 2008–2013: Financial Advisor at Merrill Lynch. Provided financial advice to clients. Professional Designation(s): Chartered Retirement Planning Counselor℠

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



List of Additional Financial Advisors in or around Woodbury, New York
Be Prepared Financially Inc Plainview, NY
Center for Wealth Preservation Syosset, NY
Sagemark Consulting/Lincoln Financial Advisors Syosset, NY
VEBA Plan, LLC Plainview, NY
The Oxford Group of Lake Success Jericho, NY
Morgan Stanley Jericho, NY
Wealth Advisors Ltd. Jericho, NY

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