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Clinton Jacques
Assistant Director of Supervision
Melville, New York
Financial services
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Fincadia Capital Partners
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Contessa Archuleta
Wealth Advisor, Executive Director
Santa Fe, New Mexico
Retirement planning
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Cristina Levin
Wealth Advisor
New York, New York
Retirement planning · CFP®
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Dahlia Goldberg
Managing Director & Senior Wealth Advisor
Plano, Texas
Business owners · CFP®
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Danielle Neal
Office Manager
Melville, New York
Client service
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Dastin Mudijana
Financial Advisor
Melville, New York
Wealth management
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Derek Holman
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP, AIF
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Diane Compardo
Partner
St. Louis, Missouri
Comprehensive financial planning · CPA, CFP, PFS, AWMA
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Donald Bianco
Co-Founder
Melville, New York
Wealth management
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Doug Garrison
Partner
Houston, Texas
Retirement planning · CFP®
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Eamonn J. Alwell
Sr. Fixed Income Trader
New York, New York
Alternative investments
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Edwin Soenarya
Sr. Investment Specialist
New York, New York
Alternative investments
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