Our Mision

Is to help you truly understand your entire financial picture,
in plain English (maybe for the first time), and to help you take those steps
necessary to improve your overall position.

 

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Our Team

Our Experienced Professionals

ROBERT M. RYERSON, CFP
Certified Id Theft Risk Mgmt. Specialist
LOUIS R. TERRERO, CPA
Register Investment Advisor
José Julián Cao Alvira, PHD
Certified Financial Planner
PERRY DE FONTAINE, CPA
Certified Public Accountant
HEMISH KAPADIA, CPA
Financial Consultant
TEJAS KAPADIA, ESQ.
Estate Planning Attorney
DEVIN RUBIN
Medicare Specialist
MICHAEL D. WALTER, CPCU
Property And Casualty Pro
CHRISTINA HARDMAN O’NEAL, ESQ
Tax and Estate Planning. Attorney
SUNNY RUBIN
Medicare Specialist
DOMENICA IMBIMBO
Office Manager
GENNA RYERSON
Client Relations Assistant