The Shapiro Financial Planning Group has assembled an elite group of managers, who with their teams, offer decades of experience and knowledge to our clients to ensure that every potential area of financial planning and wealth management is covered.
Eric Monroe – insurance, retirement planning, wealth management specialist
Eric has over 25 years of combined experience in the financial services and insurance industry. His extensive knowledge in investments, planning and insurance makes him a valuable resource to both his clients and professionals such as accountants, attorneys and business leaders. Eric is also a member of the Long Island Chapter of the Institute of Managing Accountants.
Danny Nessim – Insurance & PEO Specialist
With his series 6 and 63, Danny is also a certified Life, Accident, & Health Insurance broker in multiple states. Always putting his clients first, he works to create plans tailored to their companies’ needs. He specializes in increasing business productivity through brokering Professional Employee Organizations or PEOs to his clients and educating them on this industry changing concept.
Glen Zaintz – Wealth Management
With close to 40 years of combined experience, Glen and his unique and talented team focus on a two-pronged specialty in both private wealth management and corporate retirement services. Their clients are owners of companies, C-suite executives, managing partners of law firms, and hedge fund and asset managers who appreciate the range of services provide, not only for themselves personally but also for their companies.
Dominick Citera – Life/Disability Insurance and Annuities
A 25 year veteran of the financial services industry, Dominick works with individuals, professionals and business owners in providing financial guidance to help meet their short and long-term goals. Dominick designs and implements investment strategies for client’s individual circumstances. He received the Life Underwriters Training Council Fellowship (LUTCF) designation recognizing his successfully completing advanced studies in the areas of insurance and investment planning.
Joseph Devito – Wealth Management Lending
A wealth management lending expert specializing in jumbo mortgages, Joseph and his team can help you to finance your home, whether you’re considering purchasing a home, refinancing your current one or applying for a home equity line of credit.
Ralph Murciano – Conventional Mortgage Expert
With his team of Mortgage Loan Officers, Ralph can offer a full range of products and programs which gives Loan Officers the opportunity to grow their business. Local processing and underwriting which makes turn-around times very quick.
Robert Barnett – Tax Law & Estate Planning/Administration
With over 30 years of experience in the areas of tax law, estate planning/administration Robert and his team is highly focused in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice, tax dispute resolution in both Federal and State jurisdictions, and Tax Court representation. Robert frequently assists clients in structuring financial transactions and charitable gifts.
Paul Etra – Corporate Benefits
Paul is a Senior Vice President of Corporate Benefits for PRB Wealth Management. He works with business owners, accountants, and trusted advisors to assist in plan design and the implementation of appropriate investment platforms that seek to help maximize his clients’ retirement goals. He also guides corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate life and disability income insurance programs. In addition, Paul has a broad knowledge of individual life, disability income insurance, and long-term care insurance.