The Financial Services Team at Center for Wealth Preservation, LLC is responsible for providing comprehensive financial planning and advisory services. They specialize in various areas, including business succession planning, education planning, estate planning, retirement planning, SpecialCareSM planning for families with special needs, and implementing the LEAP® System for wealth building. Their goal is to maximize financial opportunities, minimize taxes and costs, and ensure long-term financial security for their clients.
Anthony Lucarelli
Financial Services Professiona...
Dennis Delaney
Financial Relationship Manager
Elizabeth Pedroza
Financial Services Professiona...
Gretta Zutz
Financial Specalist
Jordana Barnett
Financial Services Professiona...
Joseph Minieri
Financial Advisor
Mark A. Badami
Certified Financial Planner
Matthew Wilkow
Financial Planner
Michael Stefanelli
Financial Services Professiona...
Nick Caporaso Cfbs®
Managing Director/ Financial P...
Rory Zipper
Managing Director, Financial P...
Ryan MacDonell
Financial Planner
Solomon Feldman
Financial Services Professiona...
Stephen Funk
Financial Services Professiona...
Thomas Consiglio
Financial Services Professiona...
Trevor MacMeekin
Financial Services Professiona...
Victoria Lamontanaro
Financial Services Professiona...
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