Meet Our Team
Joseph Barnas, BFA™ CPFA®
Managing Partner
Ray Chera, CPFA®
Managing Partner
Alyssa Curialle
Office Manager - Manhattan
Daniel Elbaz
Financial Advisor
Irina Levina
Office Manager - Brooklyn
Our Services
Financial Planning
We offer personalized financial planning to help you navigate your financial future confidently.
Investment Management
Our experts provide strategic investment solutions tailored to your goals.
Retirement Income
Secure your retirement with our comprehensive planning services.
Tax Advisory
Optimize your tax strategies with our expert advisory services.
Insurance Solutions
Safeguard your assets with our customized insurance solutions.
Estate Planning
Protect your legacy with our estate planning services.
Locations
Manhattan Office
515 Madison Avenue, 8th Floor, New York, NY 10022
Tel: 212-221-1566
Brooklyn Office
8302 13th Ave, Brooklyn, NY 11228
Tel: 718-571-9500