Qualifications and Background

For over three decades, I have been helping individuals just like you to become smarter, better investors.  From comprehensive wealth management to retirement planning, education funding, estate coordination and more, I work closely with you and your family, as well as with your attorney, accountant or tax advisor, to devise a customized wealth management strategy to help reach your long-range goals at an appropriate level of risk.

As President of RPG Wealth Managment, Inc. and a financial advisor working with Cabot Lodge Securities LLC and RBC Correspondent Services, I have access to world-class investment products and technology platforms delivered with highly-personalized support, to give you all the tools, insight and solutions you need to confidently manage your wealth effectively and efficiently today, and build a lasting legacy for future generations.

After earning a BA degree at the University of Pennsylvania and a BS in economics at the Wharton School of Business in 1985, my career began as a financial advisor with Shearson Lehman Brothers.  Following 11 years at Shearson and its successor firms into Smith Barney,  my practice moved to GFB Securities before joining NYSE member firm, HD Brous & Co. in 2000 as a financial consulant, and eventually national branch manager. I became a part of Memphis based Wunderlich Securities in 2005 to leverage the firm's broad resources and client centered culture along with access to the Wells Fargo platform, as well as being the branch manager of their Great Neck office for a number of years.  Following the merger of Wunderlich with B Riley, I decided to look for an opportunity to broaden my access to investment solutions for my clients and started RPG Wealth Management, Inc. as an independent firm in October of 2018.  

I hold numerous security licenses including Series 4, 7, 8, 24, 53, 63 and 65 along with being a Life, Accident and Health insurance agent in New York State.

Happily married to Lori since 1994, I am the proud father of two daughters. Crystal received an  MBA with honors from the business school at SUNY New Paltz, and Kacey is a talented cellist who has appeared at Carnegie Hall and Lincoln Center while excelling in high school.  Lori is herself an accomplished calligrapher and founder of LMG Calliigraphy, working with families to personalize their special events in life.  I have also volunteered as President of the Syosset/Woodbury Chamber of Commerce since 2021.