Michael Christodoulou

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.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

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.

Zuo Jia Black is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth and retirement planning. She provides tailored financial strategies to local business owners and executives, focusing on personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. With over 15 years of experience in financial services, Zuo Jia has expertise spanning banking, financial solutions advice, investment, and wealth planning. She holds a Bachelor's Degree from Tianjin Foreign Language School and maintains several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Zuo Jia is fluent in English and Mandarin Chinese. Outside of her professional work, Zuo Jia enjoys boxing, cooking, photography, singing, traveling, yoga, and spending time with her family.