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
                • Erika Arguello

                  Blue Ocean Wealth Solutions

                  Focus:

                  • Insurance Strategies

                  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
                      • 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®, FSCP®

                                            Blue Ocean Wealth Solutions

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies
                                            • Retirement Income Planning
                                            • College Funding Strategies
                                            • Show More

                                            Languages:

                                            • English
                                            • Michael "Mike" Devine

                                              LUTCF®

                                              Blue Ocean Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Investment 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 J. Gilot, JD

                                                                      Esq.

                                                                      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
                                                                        • Corey Goldman

                                                                          Blue Ocean Wealth Solutions

                                                                          Focus:

                                                                          • Insurance Strategies

                                                                          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
                                                                                  • John Hartofilis

                                                                                    Blue Ocean Wealth Solutions

                                                                                    Focus:

                                                                                    • Insurance Strategies
                                                                                    • Investment Strategies
                                                                                    • Business Owners

                                                                                    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
                                                                                                      • Sydney Khedouri

                                                                                                        CLU®, ChFC®

                                                                                                        Blue Ocean Wealth Solutions

                                                                                                        Focus:

                                                                                                        • Insurance Strategies
                                                                                                        • Investment Strategies

                                                                                                        Languages:

                                                                                                        • English
                                                                                                        • You-Kyung "Eunice" Kim

                                                                                                          Blue Ocean Wealth Solutions

                                                                                                          Focus:

                                                                                                          • Insurance Strategies
                                                                                                          • Investment Strategies
                                                                                                          • Business Owners

                                                                                                          Languages:

                                                                                                          • English
                                                                                                          • Jason Kwon

                                                                                                            Blue Ocean Wealth Solutions

                                                                                                            Focus:

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

                                                                                                            Languages:

                                                                                                            • English, Korean