Blue Ocean Wealth Solutions

Main Office

2200 Northern Boulevard, Suite 200
East Hills, NY 11548

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICE


Managing Partners

Frank Scalese

General Agent of Blue Ocean Wealth Solutions

Featured Financial Professionals

  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 Financial Professionals

  1. Christopher Acheson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Marc Adamek

      AAMS®, CMFC®, CRPC®

      Blue Ocean Wealth Solutions

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Sohel Akter

        Blue Ocean Wealth Solutions

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • James Alex

          Blue Ocean Wealth Solutions

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies

          Languages:

          • English
          • Mohammad Ali

            Blue Ocean Wealth Solutions

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners

            Languages:

            • English
            • Frank Amodio

              Blue Ocean Wealth Solutions

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners

              Languages:

              • English
              • Maro Andrianou

                LUTCF®

                Blue Ocean Wealth Solutions

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners

                Languages:

                • English
                • Andrew Ashkenazy

                  MBA

                  Blue Ocean Wealth Solutions

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners

                  Languages:

                  • English
                  • Michael Asseng

                    LUTCF®

                    Blue Ocean Wealth Solutions

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Business Owners

                    Languages:

                    • English
                    • Christian "Chris" Atienza

                      Blue Ocean Wealth Solutions

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • College Funding Strategies
                      • Group Benefits
                      • Show More

                      Languages:

                      • English
                      • Vivian Bechor

                        LUTCF®

                        Blue Ocean Wealth Solutions

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners

                        Languages:

                        • English
                        • Jeffrey L. Berg

                          Blue Ocean Wealth Solutions

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Robert Berkowitz

                            LUTCF®

                            Blue Ocean Wealth Solutions

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Moolchand Bhatia

                              Blue Ocean Wealth Solutions

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Lewis Biblowitz

                                Blue Ocean Wealth Solutions

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners

                                Languages:

                                • English
                                • William J. Castagna

                                  Blue Ocean Wealth Solutions

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Business Owners

                                  Languages:

                                  • English
                                  • Bing V. Cheng

                                    LUTCF®

                                    Blue Ocean Wealth Solutions

                                    Focus:

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

                                    Languages:

                                    • English, Chinese – Cantonese, Chinese – Mandarin
                                    • Emil Cicchetti

                                      Blue Ocean Wealth Solutions

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Business Owners

                                      Languages:

                                      • English
                                      • Gregory Clague

                                        CLTC®, LUTCF®

                                        Blue Ocean Wealth Solutions

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Angel Dalla Ragione

                                          Blue Ocean Wealth Solutions

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Ajay Dave

                                            Blue Ocean Wealth Solutions

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies
                                            • Business Owners

                                            Languages:

                                            • English
                                            • John T. DeMarinis

                                              CLTC®, LUTCF®

                                              Blue Ocean Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Michael "Mike" Devine

                                                LUTCF®

                                                Blue Ocean Wealth Solutions

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies
                                                • Business Owners

                                                Languages:

                                                • English
                                                • Tapash Dey

                                                  Blue Ocean Wealth Solutions

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Business Owners

                                                  Languages:

                                                  • English
                                                  • David DiSunno

                                                    Blue Ocean Wealth Solutions

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Business Owners
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Edward Dobrzeniecki

                                                      Blue Ocean Wealth Solutions

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies
                                                      • Business Owners

                                                      Languages:

                                                      • English
                                                      • Russell A. Donath

                                                        Blue Ocean Wealth Solutions

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Israel Eichenholz

                                                          CLU®, ChFC®, CASL®, CLTC®

                                                          Blue Ocean Wealth Solutions

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies
                                                          • Business Owners

                                                          Languages:

                                                          • English
                                                          • Victor A. Falci

                                                            LUTCF®, CLTC®

                                                            Blue Ocean Wealth Solutions

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies
                                                            • Business Owners

                                                            Languages:

                                                            • English
                                                            • George Fayezishk

                                                              Blue Ocean Wealth Solutions

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies
                                                              • Business Owners
                                                              • Retirement Income Planning
                                                              • Show More

                                                              Languages:

                                                              • English
                                                              • Paul Feigenbaum

                                                                LUTCF®, CLTC®

                                                                Blue Ocean Wealth Solutions

                                                                Focus:

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

                                                                Languages:

                                                                • English
                                                                • Claudia Ferreira

                                                                  CFP®, ChFC®, LUTCF®

                                                                  Blue Ocean Wealth Solutions

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English, Portuguese
                                                                  • Laurinda Ferreira

                                                                    LUTCF®, CASL®, FSCP®

                                                                    Blue Ocean Wealth Solutions

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Charles C. Gaillard, Jr.

                                                                      LUTCF®, FSCP®

                                                                      Blue Ocean Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies
                                                                      • Business Owners
                                                                      • Retirement Income Planning
                                                                      • Show More

                                                                      Languages:

                                                                      • English
                                                                      • Mireille Ghoussoub Bassil

                                                                        Blue Ocean Wealth Solutions

                                                                        Focus:

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

                                                                        Languages:

                                                                        • English, French
                                                                        • Annilus Gilot

                                                                          Blue Ocean Wealth Solutions

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Business Owners
                                                                          • Business Succession Planning
                                                                          • Estate Planning
                                                                          • Show More

                                                                          Languages:

                                                                          • English, French
                                                                          • Jeffrey Girsky

                                                                            FSCP®

                                                                            Blue Ocean Wealth Solutions

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies
                                                                            • Business Owners
                                                                            • Business Succession Planning
                                                                            • Show More

                                                                            Languages:

                                                                            • English
                                                                            • Eric Goldberg

                                                                              Blue Ocean Wealth Solutions

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies
                                                                              • Business Owners

                                                                              Languages:

                                                                              • English
                                                                              • David S. Goodman

                                                                                CRPC®

                                                                                Blue Ocean Wealth Solutions

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Investment Strategies

                                                                                Languages:

                                                                                • English
                                                                                • Burhan Gorgani

                                                                                  Blue Ocean Wealth Solutions

                                                                                  Focus:

                                                                                  • Insurance Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Shah Gorgani

                                                                                    Blue Ocean Wealth Solutions

                                                                                    Focus:

                                                                                    • Insurance Strategies
                                                                                    • Investment Strategies

                                                                                    Languages:

                                                                                    • English
                                                                                    • Nicholas J. Greene

                                                                                      LUTCF®

                                                                                      Blue Ocean Wealth Solutions

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Investment Strategies

                                                                                      Languages:

                                                                                      • English
                                                                                      • Milton G. Hanchard

                                                                                        Blue Ocean Wealth Solutions

                                                                                        Focus:

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

                                                                                        Languages:

                                                                                        • English
                                                                                        • Quinn Harding

                                                                                          Blue Ocean Wealth Solutions

                                                                                          Focus:

                                                                                          • Insurance Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                          • John Hartofilis

                                                                                            Blue Ocean Wealth Solutions

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Investment Strategies
                                                                                            • Business Owners

                                                                                            Languages:

                                                                                            • English
                                                                                            • Thomas B. Hayes, Jr.

                                                                                              Blue Ocean Wealth Solutions

                                                                                              Focus:

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

                                                                                              Languages:

                                                                                              • English
                                                                                              • Brent Henig

                                                                                                Blue Ocean Wealth Solutions

                                                                                                Focus:

                                                                                                • Insurance Strategies
                                                                                                • Investment Strategies

                                                                                                Languages:

                                                                                                • English
                                                                                                • Steve Herskovits

                                                                                                  AWMA®

                                                                                                  Blue Ocean Wealth Solutions

                                                                                                  Focus:

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

                                                                                                  Languages:

                                                                                                  • English
                                                                                                  • Michael Hirson

                                                                                                    Blue Ocean Wealth Solutions

                                                                                                    Focus:

                                                                                                    • Insurance Strategies
                                                                                                    • Investment Strategies
                                                                                                    • Business Owners

                                                                                                    Languages:

                                                                                                    • English
                                                                                                    • Mohammed Hossain

                                                                                                      Blue Ocean Wealth Solutions

                                                                                                      Focus:

                                                                                                      • Insurance Strategies
                                                                                                      • Investment Strategies

                                                                                                      Languages:

                                                                                                      • English
                                                                                                      • Adam T. Hurd

                                                                                                        Blue Ocean Wealth Solutions

                                                                                                        Focus:

                                                                                                        • Insurance Strategies
                                                                                                        • Business Owners
                                                                                                        • Investment Strategies

                                                                                                        Languages:

                                                                                                        • English
                                                                                                        • Kenneth Ilgner

                                                                                                          CLU®, ChFC®, MBA, LUTCF®

                                                                                                          Blue Ocean Wealth Solutions

                                                                                                          Focus:

                                                                                                          • Insurance Strategies
                                                                                                          • Investment Strategies

                                                                                                          Languages:

                                                                                                          • English
                                                                                                          • Aga Ivezaj

                                                                                                            LUTCF®

                                                                                                            Blue Ocean Wealth Solutions

                                                                                                            Focus:

                                                                                                            • Insurance Strategies
                                                                                                            • Investment Strategies
                                                                                                            • Business Owners

                                                                                                            Languages:

                                                                                                            • English
                                                                                                            • Ajay Jain

                                                                                                              Blue Ocean Wealth Solutions

                                                                                                              Focus:

                                                                                                              • Insurance Strategies
                                                                                                              • Investment Strategies
                                                                                                              • Business Owners

                                                                                                              Languages:

                                                                                                              • English
                                                                                                              • Fernando Jimenez

                                                                                                                Blue Ocean Wealth Solutions

                                                                                                                Focus:

                                                                                                                • Insurance Strategies
                                                                                                                • Business Owners

                                                                                                                Languages:

                                                                                                                • English, Spanish