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    • Home
    • Our Team
      • Chief Executive Officer
      • Leadership Team
      • Service Ambassador
      • Brokerage Directors
      • Financial Advisors
      • Financial Service Reps
      • Agent Emeritus
    • Advisor Teams
      • Zea Financial
      • Okos Financial Group
      • Peggy Ehrhart
      • Riechert Financial Group
      • Sal Dileo
    • Services
      • Education Planning
      • Estate Planning
      • Business Solutions
      • Special Needs Planning
      • Retirement Planning Cente
    • Careers
      • Career Opportunities
      • Onboarding for New Hires
    • CWP Photos
    • CWP Cares
    • Contact Us
    • Licensing
    • In The News
    • Staff Access
      • CWP Store
      • Calendar
CWP

Signed in as:

filler@godaddy.com

  • Home
  • Our Team
    • Chief Executive Officer
    • Leadership Team
    • Service Ambassador
    • Brokerage Directors
    • Financial Advisors
    • Financial Service Reps
    • Agent Emeritus
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Peggy Ehrhart
    • Riechert Financial Group
    • Sal Dileo
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning Cente
  • Careers
    • Career Opportunities
    • Onboarding for New Hires
  • CWP Photos
  • CWP Cares
  • Contact Us
  • Licensing
  • In The News
  • Staff Access
    • CWP Store
    • Calendar

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Our Leadership Team

Robert Capra, CFP

Robert Capra, CFP

Robert Capra, CFP

Director of Wealth Management


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Jessica DiMeo

Robert Capra, CFP

Robert Capra, CFP

Director of Marketing


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Eric Flowers

Robert Capra, CFP

Francina Garcia

Agency Supervisory Officer


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Francina Garcia

Robert Capra, CFP

Francina Garcia

Head of Firm Business Development & Talent Acquisition

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Maggie McDougall

John Raffaele, CLTC®

Maggie McDougall

Chief Operations Officer

 

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Bailey Murray

John Raffaele, CLTC®

Maggie McDougall

 Financial Analyst/Bookkeeper


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Gregory L. Perullo

John Raffaele, CLTC®

John Raffaele, CLTC®

Vice President of Business Development 

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John Raffaele, CLTC®

John Raffaele, CLTC®

John Raffaele, CLTC®

Managing Director


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Evan Rogdakis, J.D.

Evan Rogdakis, J.D.

Evan Rogdakis, J.D.

Director of Planning Strategies


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Andrew Sanborn

Evan Rogdakis, J.D.

Evan Rogdakis, J.D.

Agency Supervisory Officer


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Sal Tringali

Evan Rogdakis, J.D.

Sal Tringali

Managing Director


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Meet more of our team?

PartnersLeadership TeamService AmbassadorBrokerage DirectorsFinancial AdvisorsFinancial Service Representatives

Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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