Joseph Iannuzzi

I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on other life goals. I've taken my years of experience working for myself and deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront. With the ability to work with families, professionals, therapists and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes: • Cash Flow Management • Goal Development • Ongoing Tax Optimization • Tax Filing • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning I'm a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University. I work out of United Financial Planning Group, based in Hauppauge, NY while I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for my children.

Michele Pasqualina is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. She has extensive experience in wealth management, having served in senior advisory positions at several financial institutions over the past decade. Her previous roles include Vice President, Senior Wealth Advisor at Hightower Advisors from 2023 to 2024, Vice President, Senior Portfolio Advisor at Merrill Lynch from 2018 to 2023, Vice President, Private Client Advisor at JP Morgan from 2016 to 2018, and Financial Advisor at Morgan Stanley from 2012 to 2016. Michele partners with clients and their families as a primary trusted advisor to develop comprehensive and personalized financial planning strategies. She and her team support clients through all stages of wealth management, including account opening, funding, and navigating complex financial decisions. Outside of her professional work, Michele has interests in art, food, kayaking, Pilates, traveling, and volunteering.

Alec Federico is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to help them understand investing complexities and develop financial road maps tailored to their changing life circumstances. His approach emphasizes comprehensive and collaborative goals-based planning. Prior to joining Fidelity Investments, Alec served as Vice President- Private Client Advisor at JP Morgan Chase from 2020 to 2023. Before that, he was a Private Wealth Advisor at LPL Financial from 2017 to 2020. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Bruce Huggins is a Senior Financial Advisor with Merrill Lynch Wealth Management, providing investment management guidance since 1986. He works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to changing market conditions. His areas of focus include divorce transition planning, family wealth management, retirement income, portfolio management, and small business strategies, among others. Bruce holds a Bachelor's degree from Long Island University and an Associate in Arts from Suffolk Community College. He is a Personal Investment Advisor (PIA) and has been married since 1982, with one son born in 1988. Committed to community involvement, Bruce serves as a trustee at Calvary Baptist Church. Outside of his professional responsibilities, Bruce enjoys baseball, billiards, boating, chess, football, golfing, softball, and woodworking.