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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alan Bernstein

Financial Advisor

203-371-4242

alan@ctiof.com

Alan Bernstein has been with Connecticut Institute of Finance since its inception, originally functioning as the chief operating officer; he has now entered semi-retirement. His chief role now is to assist and help grow our associates...
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Andrew Acosta

Financial Advisor

203-371-4242

andrew@ctiof.com

Andrew Acosta entered the financial industry over a decade ago, commencing his career inbanking institutions before transitioning to financial institutions. His aim was to broaden hislicenses, knowledge, and experiences. In a short...
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Arya Walsh

Chief Cuddle Officer

203-371-4242

info@ctiof.com

This is Arya Walsh, she is our mascot. Arya was adopted in 2017, just after she was weened and has been an invaluable member of our team since.
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Michael Guttadaro

Financial Advisor

203-371-4242

mike@ctiof.com

Michael Guttadaro has been in the financial industry for over 8 years. He graduated from Sacred Heart University.Michael holds his Series 7, 63 and 65 investment licenses and is an investment advisor representative of Centaurus...

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Robert Walsh

Financial Advisor & CEO

203-371-4242

bob@ctiof.com

Robert Walsh has a career spanning over 41 years in the financial sector. With a deep understanding of investment products and strategies, Robert has served as an institutional money manager for some of the largest financial firms...
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