N.N.A.I.A

David Sorrentino is a financial advisor with N.N.A.I.A. who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked with SANDLAPPER Securities, LLC and Sandlapper Wealth Management, LLC, and has been with N.N.A. Investment Advisors, Inc. since 2006. N.N.A.I.A. provides modular financial planning and advisory referral services to entities such as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm focuses on consultative financial planning and refers clients to third-party investment advisers for portfolio implementation, using fixed or hourly planning fees rather than percentage-of-assets billing.

Pamela Romano is a financial advisor with N.N.A.I.A., holding a Series 65 credential and 12 years of industry experience. She has worked at N.N.A.I.A. since 2012 and also has roles at Aer Lingus and Innovative Planning. Outside of her advisory work, she is involved with Independent Captive Associates, where she helps facilitate the creation of captive insurance organizations. N.N.A.I.A. provides modular financial planning and advisory referral services to various entities, including pension plans, trusts, and charitable organizations. The firm focuses on consultative planning and refers clients to third-party investment advisers for portfolio implementation rather than managing assets directly.