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
          • Frank Amodio

            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
                              • 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
                                          • 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
                                                            • 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

                                                                JD**

                                                                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
                                                                            • 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
                                                                                • 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
                                                                                            • 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
                                                                                                  • Anil Lamba

                                                                                                    Blue Ocean Wealth Solutions

                                                                                                    Focus:

                                                                                                    • Insurance Strategies
                                                                                                    • Investment Strategies
                                                                                                    • Business Owners

                                                                                                    Languages:

                                                                                                    • English
                                                                                                    • Sunnie P. Lee

                                                                                                      CLTC®

                                                                                                      Blue Ocean Wealth Solutions

                                                                                                      Focus:

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

                                                                                                      Languages:

                                                                                                      • English, Korean
                                                                                                      • Sam Leonard

                                                                                                        MBA

                                                                                                        Blue Ocean Wealth Solutions

                                                                                                        Focus:

                                                                                                        • Insurance Strategies
                                                                                                        • Business Owners
                                                                                                        • Investment Strategies

                                                                                                        Languages:

                                                                                                        • English
                                                                                                        • Douglas Licari

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

                                                                                                          Blue Ocean Wealth Solutions

                                                                                                          Focus:

                                                                                                          • Insurance Strategies
                                                                                                          • Investment Strategies
                                                                                                          • Business Owners

                                                                                                          Languages:

                                                                                                          • English
                                                                                                          • John Litke

                                                                                                            Blue Ocean Wealth Solutions

                                                                                                            Focus:

                                                                                                            • Insurance Strategies

                                                                                                            Languages:

                                                                                                            • English, Polish
                                                                                                            • Sabu Lukose

                                                                                                              MBA

                                                                                                              Blue Ocean Wealth Solutions

                                                                                                              Focus:

                                                                                                              • Insurance Strategies
                                                                                                              • Investment Strategies

                                                                                                              Languages:

                                                                                                              • English
                                                                                                              • Leigh Maloney

                                                                                                                Blue Ocean Wealth Solutions

                                                                                                                Focus:

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

                                                                                                                Languages:

                                                                                                                • English, Spanish
                                                                                                                • Michell Mendez

                                                                                                                  Blue Ocean Wealth Solutions

                                                                                                                  Focus:

                                                                                                                  • Insurance Strategies

                                                                                                                  Languages:

                                                                                                                  • English, Portuguese