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.
Christian P. Buzzanca, CLU,ChFC
Chief Executive Officer
Chris Buzzanca has served the New York metropolitan area, Connecticut and Florida in the financial services industry for almost 40 years. Chris studied philosophy at the University of Steubenville in Ohio and business at St....
Daniel Buzzanca
Senior Wealth Manager
631-743-4013
Matthew Kelley
Private Wealth Advisor
Matt has been providing investment advice for over 12 years on Long Island, New York. Matt studied at Columbia University and Stony Brook University where he received his Bachelor’s degree in Economics. Shortly before graduating,...
William Rugen
Private Wealth Advisor
William Rugen has managed his own Financial Services practice since 1987. He has dedicated his profession to helping individuals and business owners with financial guidance and knowledge in a variety of areas.William also has managed...
