Your Team

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.

 

Partners

Lou Cannataro , ChFC®, REBC®, CLU®, CASL®, AEP®

Wealth Management Advisor

Office 646-366-6571


Email

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Aaron M. Bell , ChFC®, CLU®, CLTC®, M.A.

Wealth Management Advisor

Office 646-366-6617


Email

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Affiliate Partners

Robert Lawrence Reni , CFP®, ChFC®

Wealth Management Advisor

Office 646-366-6586


Email

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Associates

Colette Cannataro

Director of Marketing

Office 212-819-1800


Email

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Sabena Khan Dookhie

Director of Insurance Services

Office 212-819-1800


Email

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Eric C. Maher

Director of Strategic Development

Office 646-753-8686


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Robert J. Stumpf

Director of Wealth Management

Office 212-819-1800 ext. 6671


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Louis James Cannataro

Associate Wealth Management Advisor

Office 212-819-1800


Email

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Zachary Curtis

Associate Wealth Management Advisor

Office 646-366-6571


Email

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Temur Imam

Associate Financial Representative

Office 212-819-1800


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Frank Cannataro

Financial Planning Analyst

Office 212-819-1800


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Anthony Pandolfi

Financial Planning Analyst

Office 212-819-1800


Email

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Brian Ycaza

Financial Planning Analyst

Office 646-366-6571


Email

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Amanda Spiteri

Insurance Coordinator

Office 212-819-1800


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