CFP®-certified financial advisors in Shelton, CT

Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with People's United Advisors and People's Securities over the past two decades. Outside of her advisory role, she participates in product testing and mystery shopping activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Robert Leiphart III is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005. Outside of advisory work, he is also a licensed insurance agent. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm provides fee-based investment management focused on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.