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As
an independent financial
planner my role is to
help individuals and business
owners understand their
current situations, define
future goals and develop
a strategy that is flexible
and will enable them to
reach their objectives.
I provide them with meaningful
solutions to a wide range
of financial matters including
investments, risk management,
tax planning, as well
as qualified and non-qualified
retirement and benefit
plans.
I
have access to a broad
array of services, resources
and other professionals
so that I can always work
in the best interests
of my clients. I
am proud of my reputation
for integrity and the
long-term relationships
I have with my clients.
I truly become a partner
in their financial lives.
In
addition to over 17 years
of experience in the financial
services industry, I hold
the Certified Financial
Planner mark issued
by the Certified Financial
Planner Board of Standards,
Inc. This mark
holds financial planners
to a strict standard of
ethics and professional
knowledge.
I
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.
I
have a Bachelor of Science
degree in accounting and
finance from the College
of Old Westbury, State
University of New York
and hold a certificate
in Financial Planning
from the Advanced Program
of the School of Continuing
Studies at C.W. Post College.
I
have appeared as a guest
speaker on the television
program Dollars &
Sense to discuss advanced
business planning including
buy/sell agreements and
pension plans. As
a financial educator,
I frequently lecture on
retirement and distribution
planning.
A
long-time resident of
the town of Babylon, I
live there with my wife
Rosalie and our daughter
Jessica. I am active
in many community and
school organizations.
Richard Colarossi is
a Registered Representative
and an Investment Advisor
Representative with NFP
Securities, Inc.
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