Blue Ocean Wealth Solutions

Main Office

2200 Northern Boulevard, Suite 200
East Hills, NY 11548

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICE


Featured Advisors

  1. Joseph Providenti

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Eric Tom

    CFP®, ChFC®, CASL®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Douglas S. Okin

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English

Our Advisors

  1. Christopher Acheson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Marc Adamek

    AAMS®, CMFC®, CRPC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Sohel Akter

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  4. James Alex

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  5. Frank Amodio

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  6. Andrew Ashkenazy

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  7. Michael Asseng

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  8. Vivian Bechor

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  9. Jeffrey L. Berg

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  10. Robert Berkowitz

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  11. Moolchand Bhatia

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  12. Lewis Biblowitz

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  13. Lamarr Butler-Parker

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Retirement Income Planning
    • College Funding Strategies
    • Show More

    Languages:

    • English
  14. William J. Castagna

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  15. Connor D. Chao

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Special Care
    • Retirement Income Planning
    • Show More

    Languages:

    • English
  16. Emil Cicchetti

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  17. Gregory Clague

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  18. Wayne Clarke

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  19. Angel Dalla Ragione

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  20. Marguerite Daniels

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  21. Ajay Dave

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  22. John T. DeMarinis

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  23. Michael "Mike" Devine

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  24. David DiSunno

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  25. Edward Dobrzeniecki

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  26. Russell A. Donath

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  27. Israel Eichenholz

    CLU®, ChFC®, CASL®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  28. Victor A. Falci

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  29. Paul Feigenbaum

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Special Care
    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  30. Claudia Ferreira

    CFP®, ChFC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English, Portuguese
  31. Laurinda Ferreira

    LUTCF®, CASL®, FSCP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  32. Jeffrey Girsky

    FSCP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  33. Eric Goldberg

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  34. David S. Goodman

    CRPC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  35. Burhan Gorgani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  36. Shah Gorgani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  37. Nicholas J. Greene

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  38. John Hartofilis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  39. Brent Henig

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  40. Jake Herskovits

    Blue Ocean Wealth Solutions

    Focus:

    • Investment Strategies
    • Insurance Strategies
    • Business Owners

    Languages:

    • English
  41. Steve Herskovits

    AWMA®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Special Care
    • Investment Strategies

    Languages:

    • English
  42. Michael Hirson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  43. Mohammed Hossain

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  44. Adam T. Hurd

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  45. Kenneth Ilgner

    CLU®, ChFC®, MBA, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  46. Ajay Jain

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  47. Christopher Jean-Louis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  48. Fernando Jimenez

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners

    Languages:

    • English, Spanish
  49. Sydney Khedouri

    CLU®, ChFC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  50. Anil Lamba

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  51. Sunnie P. Lee

    CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Special Care
    • Business Owners

    Languages:

    • English, Korean
  52. Sam Leonard

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  53. Douglas Licari

    CFP®, CLU®, ChFC®, CASL®, CAP®, RICP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  54. John Litke

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Polish
  55. Sabu Lukose

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  56. Michell Mendez

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Portuguese
  57. Diana Miranda

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Spanish
  58. Fazal Muhammad

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  59. John Murphy

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  60. Soofia F. Naqvi

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  61. Anthony Nenna

    AAMS®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  62. Steven Newman

    CLU®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  63. Eric Niclas

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  64. James "Jim" Nikolai

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  65. Joseph Parisi

    CLU®, ChFC®, RHU®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Special Care
    • Business Owners

    Languages:

    • English
  66. Ramesh "Ram" Persaud

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  67. Romel Persaud

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  68. Tadas Petkevicius

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  69. Nicolo Platas

    LUTCF®, CLU®, ChFC®, CASL®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  70. Robert Priest

    MBA, CFP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  71. Michael Pugliese

    MBA, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  72. Eric Radinsky

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  73. Mizanur Rahman

    MBA, MS

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  74. Andy Ramdhani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  75. Tony Roberts

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  76. Paresh Saha

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  77. George Sakellaridis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  78. Philipose "Sam" Samuel

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  79. George Schmansky

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  80. Daniel S. Schwartz

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Estate Planning
    • College Funding Strategies
    • Show More

    Languages:

    • English
  81. Rendal Seelall

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  82. Bela Shah

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  83. Kenneth Sicari

    CLU®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  84. Gary Slavin

    CLTC®, CIC, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  85. Kyung Song

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  86. Joseph Ting

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Special Care
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  87. Nancy Esposito

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  88. Ana Vargas

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners

    Languages:

    • English
  89. Xian L. Zhu

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • College Funding Strategies
    • Show More

    Languages:

    • English, Chinese – Cantonese, Chinese – Mandarin
CRN201905-211178