I am an experienced financial planner with over fifteen years experience in the financial services industry. 

Financial Planning is a partnership built on trust and integrity.  As a CERTIFIED FINANCIAL PLANNER™ practioner, I work with individuals, families and business owners to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives.  I strive to take the mystery out of complex issues so that my clients fully understand all of their options.

As the relationship evolves, my clients and I meet regularly to make sure that, as personal and business situations change, their financial plan remains on-target to help meet their goals.

I make sure each of my clients understand each of my recommendations before implementing any specific proposal.

As a Financial Planner, I am also an educator.  I give classes on investment and insurance issues as well as asset management, estate planning and long-term care planning.  The courses are open to the community through programs at Sachem High School, Town of Islip and St. Joseph’s College.

My wife Carolyn and I live in Holtsville, New York with our three children, Katie, Tommy and Brian.  I coach Little League baseball, softball and soccer.  When I’m not on a sports field with my children, I enjoy boating, skiing and golf.

Certified Financial Planner® mark in 1994 from the College for Financial Planning in Denver, Colorado.  I am also a member of the Financial Planning Association.

The role of an independent financial planner is to help individuals and business owners understand their current situations, define future goals and develop a strategy that is flexible and will help enable them to meet their objectives. Richard Colarossi has been providing clients with meaningful solutions to a wide range of financial matters.  

With access to a broad array of services, resources and other professionals, Mr. Colarossi works in the interest of his clients. His reputation of integrity coupled with an effort to forge long term relationships with his clients truly makes him a partner in their financial lives.

In addition to over 22 years of experience in the financial services industry, Richard Colarossi holds the Certified Financial Planner® designation issued by the Certified Financial Planner Board of Standards, Inc. This mark holds financial planners to a strict standard of ethics and professional knowledge.

Mr. Colarossi received the Certified Specialist in Estate Planning Designate from the national Institute for Excellence in Professional Education, LLC in Devon, Pennsylvania.  It is awarded to those financial professionals who have demonstrated competency in estate planning and trust taxation.

While attending the State University of New York, College at Old Westbury, Mr. Colarossi attained a Bachelor of Science degree in accounting and finance. In addition Mr. Colarossi completed further studies from the Advanced Program of the School of Continuing Studies, Financial Planner Program at C.W. Post College.

A career in financial planning also serves as an opportunity to become a financial educator. Mr. Colarossi frequently lectures on retirement and distribution planning. He has appeared as a guest speaker on the television program Dollars & Sense to discuss advanced business planning including buy/sell agreements and pension plans. In addition, Mr. Colarossi has been published in the Wall Street Journal, Journal of Financial Planning, Financial Planner Magazine, Investment News and Solutions a Practice Management supplement to the Journal of Financial Planning.  

A long-time resident of the town of Babylon, Richard resides there with his wife Rosalie and daughter Jessica. He is active in many community and school organizations.