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2 advisors near New York, NY
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Christopher C
Series 65
Hackensack, NJ
Emissary Wealth
Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.
Steven L
Series 65
Hackensack, NJ
Emissary Wealth
Steven Longa is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked for the National Football League and Rutgers University. Outside of his advisory role, he owns and manages a transportation business and a property management company. Emissary Wealth serves a diverse client base including individuals, trusts, estates, business entities, and charitable organizations. The firm offers comprehensive financial planning and investment management, emphasizing fundamental analysis and goal-driven planning, with a notable focus on private pooled investment vehicles and real estate-related investments.
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2 advisors near New York, NY
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