Our Team
John Osorio
CERTIFIED FINANCIAL PLANNER®
John Osorio majored in Statistics at St. John's University located in Jamaica, New York. He 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. John enjoys working out, sports, traveling, and spending time with his family.
Joseph Granato
Financial Advisor
Joseph graduated from Hofstra University in 1991 with a major in Finance. He has been a Financial Advisor for 33 years working with individuals and professionals to customize a financial plan that will help address the challenges and opportunities that are most important to their financial future.
Joseph has his Series 7, Series 63, Series 65 as well as life, health, and disability insurance licenses. Joseph is a Certified Senior Advisor that specializes in working with seniors in assisting them with health care and retirement planning solutions. Joseph is active in sports and enjoys spending time with family and friends.
Jaclyn Sussi
Director of Client Services
Jaclyn graduated with a BS in Communications and a Master’s degree in Education from St. John’s University. Before joining Comprehensive Financial Partners, Jaclyn developed extensive experience in Client Services and has also worked in Media, Sales, and Advertising.
Jaclyn is involved in a charitable organization and is a Board Member and chair of the Events and Networking Committee. She enjoys travel, sports, and spending time with her family.
Lucy Dougherty
Financial Advisor Assistant
Lucy has worked over 30 years in the Financial Services Industry. Her extensive experience has included Wholesaling, Client Relations, and working with Advisors to help support their practice. In her spare time, Lucy enjoys working out, dance, and travel.
Marc Cimbal
Attorney & Tax Professional
Marc has over 30 year’s experience in tax preparation for individuals, corporations, partnerships, and fiduciary returns. He graduated from the University at Albany with a major in accounting. He continued his education and subsequently graduated with a JD degree from Albany Law School.
Marc is also a practicing attorney specializing in estate planning, including wills, powers of attorney, living wills, and trusts. Marc has experience in probating estates and dealings with the Surrogates Court. He also has experience in residential real estate closings.
In his spare time, Marc loves to travel and is a rabid New York Mets fan.
How far can our team take you?
Team up with Comprehensive Financial Partners, and take on anything that comes your way with confidence and conviction.