Anthony Truino, CFP®, RICP®, CPWA®
Founder - CEO - Private Wealth Advisor
Michael Carbino, CFP®, ChFC®, CPWA®
Founder - COO - Private Wealth Advisor
Christopher Zapata, CFP®, ChFC®
Partner - Private Wealth Advisor
Brendan Rafalski, CFA®
CIO & Relationship Manager
Ryan Hunter, CFP®, ChFC®
Director of Financial Planning
Shaila Caballero
Administrative Services Manager
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.