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. Douglas S. Okin

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English

Our Advisors

  1. Christopher Acheson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Marc Adamek

    AAMS®, CMFC®, CRPC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Sohel Akter

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  4. James Alex

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  5. Frank Amodio

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  6. Andrew Ashkenazy

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  7. Michael Asseng

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  8. Vivian Bechor

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  9. Jeffrey L. Berg

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  10. Robert Berkowitz

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  11. Moolchand Bhatia

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  12. Lewis Biblowitz

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  13. Lamarr Butler-Parker

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  14. William J. Castagna

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  15. Connor D. Chao

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  16. Emil Cicchetti

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  17. Gregory Clague

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  18. Angel Dalla Ragione

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  19. Ajay Dave

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  20. John T. DeMarinis

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  21. Michael "Mike" Devine

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  22. David DiSunno

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  23. Edward Dobrzeniecki

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  24. Russell A. Donath

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  25. Israel Eichenholz

    CLU®, ChFC®, CASL®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  26. Victor A. Falci

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  27. Paul Feigenbaum

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  28. Claudia Ferreira

    CFP®, ChFC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English, Portuguese
  29. Laurinda Ferreira

    LUTCF®, CASL®, FSCP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  30. Jeffrey Girsky

    FSCP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  31. Eric Goldberg

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  32. David S. Goodman

    CRPC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  33. Burhan Gorgani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  34. Shah Gorgani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  35. Nicholas J. Greene

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  36. John Hartofilis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  37. Brent Henig

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  38. Jake Herskovits

    Blue Ocean Wealth Solutions

    Focus:

    • Investment Strategies
    • Insurance Strategies
    • Business Owners

    Languages:

    • English
  39. Steve Herskovits

    AWMA®

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  40. Michael Hirson

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  41. Mohammed Hossain

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  42. Adam T. Hurd

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  43. Kenneth Ilgner

    CLU®, ChFC®, MBA, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  44. Ajay Jain

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  45. Christopher Jean-Louis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  46. Fernando Jimenez

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners

    Languages:

    • English, Spanish
  47. Sydney Khedouri

    CLU®, ChFC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  48. Anil Lamba

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  49. Sunnie P. Lee

    CLTC®

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English, Korean
  50. Sam Leonard

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies

    Languages:

    • English
  51. Douglas Licari

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

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  52. John Litke

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Polish
  53. Sabu Lukose

    MBA

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  54. Michell Mendez

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Portuguese
  55. Julian Miranda

    MS

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  56. Diana Miranda

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English, Spanish
  57. Fazal Muhammad

    CLTC®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  58. John Murphy

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  59. Soofia F. Naqvi

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  60. Steven Newman

    CLU®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  61. Eric Niclas

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  62. James "Jim" Nikolai

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  63. Joseph Parisi

    CLU®, ChFC®, RHU®, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  64. Ramesh "Ram" Persaud

    LUTCF®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  65. Romel Persaud

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  66. Tadas Petkevicius

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  67. Nicolo Platas

    LUTCF®, CLU®, ChFC®, CASL®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  68. Robert Priest

    MBA, CFP®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  69. Joseph Providenti

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  70. Michael Pugliese

    MBA, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  71. Eric Radinsky

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  72. Mizanur Rahman

    MBA, MS

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  73. Andy Ramdhani

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  74. Tony Roberts

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  75. Paresh Saha

    LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  76. George Sakellaridis

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  77. Charles Sams

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  78. Philipose "Sam" Samuel

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  79. George Schmansky

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  80. Daniel S. Schwartz

    MBA

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  81. Rendal Seelall

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  82. Bela Shah

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  83. Abhinav "Nav" Sharma

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  84. Kenneth Sicari

    CLU®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  85. Gary Slavin

    CLTC®, CIC, LUTCF®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  86. Kyung Song

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  87. Joseph Ting

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

    • English
  88. Eric Tom

    CFP®, ChFC®, CASL®, CLTC®

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  89. Nancy Esposito

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  90. Ana Vargas

    Blue Ocean Wealth Solutions

    Focus:

    • Insurance Strategies
    • Business Owners

    Languages:

    • English
  91. Xian L. Zhu

    Blue Ocean Wealth Solutions

    Focus:

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

    Languages:

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