Mr. Randy Altavilla

CLU®, ChFC®, MSM, MSFS, AEP, RICP®

631-851-5930

RandyAltavilla@financialguide.com

Focus: Insurance Strategies, Business Owners, Retirement Strategies, Estate Planning, Investment Strategies

Business Experience:

Sales Manager and Co-General Agent of the leading Penn Mutual Agency 1980 - 2000

LUTC Instructor 1985 - 1992

Agency Trainer 1997 - 2000

Managing Director - MetLife 2000 - 2007

Managing Sales Director I - MetLife 2007- July 2016

Lead the firm's Teaming initiative and worked with nine teams of financial professionals

Managing Sales Director – MassMutual Long Island Metro July 2016 - 2017

Lead firm Teaming initiative and support our top financial professionals

Adjunct Professor - The American College 2007 - Present

Adjunct Professor - C.W. Post 2007 - 2018

Registered Principal

Honors and Awards:

MetLife Leader's Conference Qualifier 2001 - 2012

National Quality Award (Now called the NAIFA Quality Award)* 1981 - 2000

Life and Qualifying Member of MDRT 1990 - 2000

Platinum National Management Award - GAMA 2001 - 2005

Penn Mutual Management Award 1985 - 1999

Outstanding Citizen Award Citation - Nassau County, NY 1993

Who's Who in Finance and Business 1995

*The National Quality Award is now called the NAIFA Quality Award.

Education / Professional Designations:

BA in Economics - Queens College (1975)

CLU (Chartered Life Underwriter - 1985)

ChFC (Chartered Financial Consultant - 1986)

MSM (Masters of Science in Management - 1996)

MSFS (Masters of Science in Financial Services - 1997)

AEP (Accredited Estate Planner - 1997)

RICP (Retirement Income Certified Professional - 2015)

Series 7, 24, 9, 10, 24

Professional Associations:

NAIFA - Past President of Nassau, Long Island Chapter

SFSP - Past President of Nassau, Long Island Chapter

GAMA - Past President of Nassau, Long Island Chapter

Nassau Estate Planning Council

Representing several insurance carriers and investments

Personal:

Trustee and Board Member for Daytop Village, Inc. - New York, NY 1990 - 2012

Board Member and Treasurer for Country Pointe at Smithtown HOA

I am licensed to sell Insurance Products in the following jurisdictions:
Arizona, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Arizona, North Carolina, Texas, Virginia

I am licensed to sell Securities Products in the following jurisdictions:
Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Nevada, South Carolina, North Carolina, Oregon, Colorado, Virginia, Texas, Virgin Islands

Randy Altavilla CLU®, ChFC®, MSM, MSFS, AEP, RICP®, Hauppauge, NY, CA Insurance Lic.# 0F00444

Randy Altavilla CLU®, ChFC®, MSM, MSFS, AEP, RICP® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, Tel: (516) 364-4203

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