Our Team
Dominic V. Privitera, CFP®, CRPC®
Owner, Wealth Planner
My passion in both my personal and professional life is driven by my unwavering desire to empower people to take charge of their lives, instilling in them the ability to live a less vulnerable and more fulfilling life. My ambition is...
John Baldi
Financial Advisor
631-223-1696
John Baldi, MBA, CPA®, PFS With over four decades of experience in the financial services industry, John Baldi brings a wealth of knowledge and expertise to his clients. A Certified Public Accountant (since 1997) and a Personal...
Read more