Certified Financial Planner
John Osorio majored in Statistics at St. John's University located in Jamaica, New York. John continued his education at Pace University where he completed his Masters in Finance. He acquired further professional designation with the Institute of Certified Financial Planners in 1993.
John has his Series 7, Series 24, Series 63 securities registrations as well as Life, Accident and Disability insurance licenses. With over 30 years of experience in the financial services industry, John specializes in income tax planning, retirement planning, estate planning, and insurance planning.
Joseph graduated from Hofstra University in 1991 with a major in Finance. He has been a Financial Advisor for 28 years working with individuals and professionals to customize a financial plan that will help address the challenges that are most important to their financial future.
Joseph has his Series 7, Series 63, as well as life, health, and disability insurance licenses.
Director of Client Services
Bio coming soon.
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