Blue Ocean Wealth Solutions

Main Office

2200 Northern Boulevard, Suite 200
East Hills, NY 11548

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICE


Featured Advisors

  1. Joseph Providenti

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Eric Tom

    CFP®, ChFC®, CASL®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Douglas S. Okin

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English

Our Advisors

  1. Christopher Acheson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • 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
                • 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
                          • Lamarr Butler-Parker

                            Blue Ocean Wealth Solutions

                            Focus:

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

                            Languages:

                            • English
                            • William J. Castagna

                              Blue Ocean Wealth Solutions

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Business Owners

                              Languages:

                              • English
                              • Connor D. Chao

                                Blue Ocean Wealth Solutions

                                Focus:

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

                                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
                                                      • 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
                                                              • 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
                                                                          • 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
                                                                              • Jake Herskovits

                                                                                Blue Ocean Wealth Solutions

                                                                                Focus:

                                                                                • Investment Strategies
                                                                                • Insurance Strategies
                                                                                • Business Owners

                                                                                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
                                                                                            • Christopher Jean-Louis

                                                                                              Blue Ocean Wealth Solutions

                                                                                              Focus:

                                                                                              • Insurance Strategies
                                                                                              • Business Owners
                                                                                              • Investment Strategies

                                                                                              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
                                                                                                                  • Julian Miranda

                                                                                                                    MS

                                                                                                                    Blue Ocean Wealth Solutions

                                                                                                                    Focus:

                                                                                                                    • Insurance Strategies
                                                                                                                    • Business Owners
                                                                                                                    • Special Care
                                                                                                                    • Risk Management Strategies
                                                                                                                    • Show More

                                                                                                                    Languages:

                                                                                                                    • English
                                                                                                                    • Diana Miranda

                                                                                                                      Blue Ocean Wealth Solutions

                                                                                                                      Focus:

                                                                                                                      • Insurance Strategies

                                                                                                                      Languages:

                                                                                                                      • English, Spanish
                                                                                                                      • Andres Mosquera Salazar

                                                                                                                        Blue Ocean Wealth Solutions

                                                                                                                        Focus:

                                                                                                                        • Insurance Strategies
                                                                                                                        • Business Owners
                                                                                                                        • Financial Education
                                                                                                                        • College Funding Strategies

                                                                                                                        Languages:

                                                                                                                        • English, Spanish
                                                                                                                        • Fazal Muhammad

                                                                                                                          CLTC®, LUTCF®

                                                                                                                          Blue Ocean Wealth Solutions

                                                                                                                          Focus:

                                                                                                                          • Insurance Strategies
                                                                                                                          • Investment Strategies
                                                                                                                          • Business Owners

                                                                                                                          Languages:

                                                                                                                          • English
                                                                                                                          • John Murphy

                                                                                                                            Blue Ocean Wealth Solutions

                                                                                                                            Focus:

                                                                                                                            • Insurance Strategies
                                                                                                                            • Investment Strategies

                                                                                                                            Languages:

                                                                                                                            • English
                                                                                                                            • Soofia F. Naqvi

                                                                                                                              Blue Ocean Wealth Solutions

                                                                                                                              Focus:

                                                                                                                              • Insurance Strategies
                                                                                                                              • Investment Strategies

                                                                                                                              Languages:

                                                                                                                              • English
                                                                                                                              • Steven Newman

                                                                                                                                CLU®, LUTCF®

                                                                                                                                Blue Ocean Wealth Solutions

                                                                                                                                Focus:

                                                                                                                                • Insurance Strategies
                                                                                                                                • Investment Strategies
                                                                                                                                • Business Owners

                                                                                                                                Languages:

                                                                                                                                • English
                                                                                                                                • Eric Niclas

                                                                                                                                  Blue Ocean Wealth Solutions

                                                                                                                                  Focus:

                                                                                                                                  • Insurance Strategies
                                                                                                                                  • Investment Strategies
                                                                                                                                  • Business Owners

                                                                                                                                  Languages:

                                                                                                                                  • English
                                                                                                                                  • James "Jim" Nikolai

                                                                                                                                    Blue Ocean Wealth Solutions

                                                                                                                                    Focus:

                                                                                                                                    • Insurance Strategies
                                                                                                                                    • Investment Strategies

                                                                                                                                    Languages:

                                                                                                                                    • English