Cannataro Park Avenue Financial


*The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Mission: Cannataro Park Avenue Financial’s (CPAF) mission is to provide personalized financial guidance to families and businesses seeking to achieve their economic and lifelong goals. Our practice is rooted in the fundamental values of Commitment, Integrity, and Results in order to be a positive force in the lives of our clients.

Commitment

CPAF is passionate about helping people and businesses realize their true financial potential and making every desire a reality. Our team members excel at what they do and are dedicated to delivering solutions that meet and exceed our clients’ expectations. They are committed to serving the client with the highest level of attention and care.

Integrity

The fulfillment of our mission can only be achieved through client loyalty. Since our founding, CPAF’s standards of professional conduct and integrity have not only led to positive goal achievement for clients, it is how we measure our success. We are always accountable to our clients and strive to develop and nurture long-lasting relationships. Our multi-generational client base demonstrates the faith, trust and confidence our clients have in us and this guides us in our daily actions.

Results

At CPAF, the competence and conduct of our team members translates into the utmost professionalism and is the backbone of our practice. The 150+ years of collective financial industry experience our people possess greatly enhances our collaborative effort. By going beyond individual accomplishments and promoting spirited teamwork, we are able to achieve our common goal of helping clients succeed.

CPAF’s wealth management process embodies a disciplined approach of identifying a client’s short and long-term needs and goals along with all economic and operational constraints — liquidity, time horizon, taxes, legal and regulatory environment and unique circumstances. We are deliberate in setting appropriate objectives for each client’s particular profile.