Abbondandolo Wealth Management Corp

Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 11 years of industry experience. She holds Series 63 and Series 65 licenses and is also a certified public accountant, occasionally offering clients advice related to her CPA qualification. She has been with Abbondandolo & Co since 2006. Abbondandolo Wealth Management Corp is an independent, fee-only advisory firm serving individuals, high-net-worth clients, trusts, and pension plans. The firm uses a strategic asset allocation approach with a focus on diversification and client involvement, providing non-discretionary portfolio management primarily through mutual funds, ETFs, and separate accounts.

Brian Abbondandolo is a CFP® with 11 years of industry experience and the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015. He also has experience at Abbondandolo & Company CPA's LLP, where he has been involved since 2010. Abbondandolo Wealth Management Corp provides fee-only investment advisory and portfolio management services to individuals, high-net-worth individuals, trusts, and pension clients. The firm employs a strategic asset allocation approach emphasizing diversification and client involvement, managing approximately $112.5 million in client assets across 238 clients with a non-discretionary advisory model.

Vito Abbondandolo is the principal of Abbondandolo Wealth Management Corp in Glen Cove, NY, with 13 years of experience in financial advisory services. He holds the PFS™ designation and securities licenses Series 63 and Series 65. In addition to his advisory role, he has been a practicing CPA at Abbondandolo & Company CPA's LLP since 1989. Abbondandolo Wealth Management Corp is an independent, fee-only firm that serves individuals, high-net-worth clients, trusts, and pension plans. The firm uses a strategic asset allocation approach focused on diversification and client involvement, delivering non-discretionary investment advisory and portfolio management services primarily through pooled investment vehicles.