Our Team
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
Find a Financial Professional
- Alan Bernstein
- Andrew Acosta
- Arya Walsh
- Lauren Walsh
- Matthew Walsh
- Michael Guttadaro
- Robert Walsh
Alan Bernstein
Financial Advisor
Andrew Acosta
Financial Advisor
Arya Walsh
Chief Cuddle Officer
Michael Guttadaro
Financial Advisor
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...
Robert Walsh
Financial Advisor & CEO