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3 advisors near New York, NY
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Joseph D
CFP®
New York, NY
Prosperity - An EisnerAmper Company
Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with experience at EisnerAmper and Raich Ende Malter, Co. LLP spanning over 15 years. He is based in New York, NY. Prosperity serves individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans by providing investment planning, tax and estate planning, income protection, retirement planning, and financial consulting. The firm emphasizes diversified asset allocation and utilizes third-party technology platforms and independent managers to support portfolio implementation and reporting.
Sabrina M
Series 63, Series 66
New York, NY
Prosperity - An EisnerAmper Company
Sabrina Mangual is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities and LPL Financial. Outside of her advisory role, she is a part-owner of STL Traders LLC, a business involved in product order, preparation, and shipping. Prosperity serves individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans by offering comprehensive financial planning and consulting services. The firm focuses on asset allocation and diversified portfolios through discretionary and non-discretionary management, supported by third-party platforms and affiliated pension consulting and CPA resources.
Jermaine G
CFP®, Series 63, Series 66
New York, NY
Prosperity - An EisnerAmper Company
Jermaine Guthrie is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Prosperity - An EisnerAmper Company and has previously worked at Dai Securities LLC, Mariner Wealth Advisors, Morgan Stanley, and TIAA. Prosperity provides investment planning, tax and estate planning, retirement and income protection planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios, using discretionary and non-discretionary management supported by independent managers and third-party technology platforms, and is affiliated with EisnerAmper and Eisner Advisory Group, offering integrated pension consulting and CPA resources.
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3 advisors near New York, NY
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