LinkedIn
Facebook
Instagram
Twitter
Home
Book Consultation
About
Our Team
LGBTQ Specialty
FAQ
Employment Opportunities
Press & Speaking
Services
Financial Planning
Investment Management
Getting Started & Fees
Blog
For Clients
Client Financial Portal
Investment Account Login
Resources
Book Consultation
Search
Menu
Menu
Our Team
Jim Marrocco, CFP ®, CFA
Founder & Financial Planner
Brandon Tacconelli
Associate Planner
Alyssa Sorresso
Editor & Communications Consultant
Get your finances in order with this free toolkit!
Scroll to top
