New York, NY Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

6

Of 1,962 advisors across 1,066 offices

Location

New York NY

Advisors at this office

6

Advisors at this office

user avatar

Mark L

Series 63, Series 65

New York, NY

Empower Advisory Group

Mark Lobosco is a financial advisor at Empower Advisory Group in New York, NY, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Fidelity Investments, Dimensional Fund Advisors, E*TRADE, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Joseph C

CFP®, Series 63

New York, NY

Empower Advisory Group

Joseph Chang is a CFP® with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and has held positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Diane T

Series 63, Series 66

New York, NY

Empower Advisory Group

Diane Texin is a financial advisor at Empower Advisory Group with 38 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include 15 years at Prudential Insurance Company of America and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily for employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plans selected by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jackson B

Series 66

New York, NY

Empower Advisory Group

Jackson Boyer is a Series 66 licensed financial advisor at Empower Advisory Group with four years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and NewDay Financial. He is based in New York, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Allisa N

CFP®, Series 63

New York, NY

Empower Advisory Group

Allisa Notarfrancesco is a CFP® with four years of industry experience, currently advising at Empower Advisory Group in New York, NY. Her prior roles include positions at Advanced Retirement Design and Empower Financial Services, Inc. Outside of financial advising, she is involved with A Place for Rover, Inc., a pet sitting business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Denis I

Series 65, Series 63

New York, NY

Empower Advisory Group

Denis Izotov is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Uber Technologies, Florida Financial Advisors, and Vanderbilt University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")