In the 1950s, my grandfather left his family in Italy to come to America so that he could make enough money to support them. As the first person in my family to be born in the U.S., my family’s sacrifice and work ethic have shaped my life and driven my mission to help others achieve financial independence.
After graduating with honors in 1991 with a BS in Accounting and Finance from the State University of New York at Buffalo, I was awarded my Certified Public Accountant (CPA) license in 1994 and my PERSONAL FINANCIAL SPECIALIST™ (PFS) credential by the American Institute of Certified Public Accountants in 2011. Additionally, I hold FINRA Series 7, 63, and 65 securities registrations.
In 2011, with the desire to be independent, I founded Custom Wealth Strategies in Buffalo, aiming to help clients achieve security, freedom, and fulfillment through a cross-disciplinary approach to financial planning. We are affiliated with Commonwealth, a leading privately held independent RIA/broker-dealer based in Boston and San Diego. Commonwealth supports over 2,100 independent financial advisors nationwide, overseeing more than $242.9 billion in assets (as of 12/31/2022). I take pride in our affiliation, especially as Commonwealth was ranked #1 by J.D. Power for Independent Advisor Satisfaction Among Financial Investment Firms for the ninth consecutive year in 2022. Learn more at www.commonwealth.com.
Committed to giving back to the community and fostering financial literacy, I actively serve on the Professional Advisor Council for the Community Foundation of Greater Buffalo. This role allows me to contribute to the betterment of our community and help individuals make informed financial decisions.
When I’m not helping clients realize their financial goals or contributing to community initiatives, I spend time in Orchard Park, NY, where I live with my wife, Lisa, two children, Ava and David, and our dogs, Cali and Ivy. I enjoy spending time with my family and friends, taking long walks with the dogs in the park, playing tennis, and getting away to Naples, FL in the winter.
Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, 2021 and 2022. Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.