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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Ross Ginsberg

Ross M. Ginsberg, CFP®, RHU®, REBC®

Co-Founder, Managing Partner, CERTIFIED FINANCIAL PLANNER™ professional

(212) 541-1949

(646) 929-5598

Evan Machowsky

Evan Machowsky

Co-Founder, Managing Partner, Retirement Planning Specialist

(212) 541-1931

(646) 929-5598

Rodrigo Arauz

Rodrigo Arauz

Senior Client Associate

(212) 541-1819

(212) 537-0682

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