Randy Altavilla

Credentials:
  • CLU®
  • ChFC®
  • MSM
  • MSFS
  • AEP®
  • RICP®

Focus: Insurance Strategies, Business Owners, Retirement Strategies, Estate Planning, Investment Strategies

Languages: English

Business Experience:

Sales Manager and Co-General Agent of the leading Penn Mutual Agency  1980 - 2000

LUTC Instructor 1985 - 1992

Agency Trainer 1997 - 2000

Managing Director - MetLife 2000 - 2007

Managing Sales Director I - MetLife 2007- July 2016

Lead the firm's Advisor Teaming initiative and worked with nine advisor teams

Managing Sales Director – MassMutual Long Island Metro July 2016 - 2017

Lead firm Advisor Teaming initiative and support our top advisors

Adjunct Professor - The American College 2007 - Present

Adjunct Professor - C.W. Post 2007 - 2018

Registered Principal

 

Honors and Awards:

MetLife Leader's Conference Qualifier 2001 - 2012

National Quality Award (Now called the NAIFA Quality Award)* 1981 - 2000

Life and Qualifying Member of MDRT 1990 - 2000

Platinum National Management Award - GAMA 2001 - 2005

Penn Mutual Management Award 1985 - 1999

Outstanding Citizen Award Citation - Nassau County, NY 1993

Who's Who in Finance and Business 1995

 

Education / Professional Designations:

BA in Economics - Queens College (1975)

CLU (Chartered Life Underwriter - 1985)

ChFC (Chartered Financial Consultant - 1986)

MSM (Masters of Science in Management - 1996)

MSFS (Masters of Science in Financial Services - 1997)

AEP (Accredited Estate Planner - 1997)

RICP (Retirement IncomeCertified Professional - 2015)

Series 7, 24, 9, 10, 24

 

 Professional Associations:

NAIFA - Past President of Nassau, Long Island Chapter

SFSP - Past President of Nassau, Long Island Chapter

GAMA - Past President of Nassau, Long Island Chapter

Nassau Estate Planning Council

Representing several insurance carriers and investments

 

Personal:

Trustee and Board Member for Daytop Village, Inc. - New York, NY 1990 - 2012

Board Member and Treasurer for Country Pointe at Smithtown HOA

 

 

*The National Quality Award is now called the NAIFA Quality Award.

 

 

See Randy’s Licenses and Disclosures

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Contact Randy

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Center for Wealth Preservation - Suffolk

Satellite Office

2929 Expressway Drive North Suite 200
Hauppauge, NY 11749

CRN202112-257462