Harry Calivas

Our team comprised of Harry, Lorrie, Vanessa and Julissa have extensive and diversified business background with more than 80 years of combined experience. Each of the team members experiences include employment with both large and small corporations with responsibilities that account for profit and loss, oversight of multi-million-dollar projects/contracts/product lines, managing financial matters, and playing an integral part in maintaining client relationships. The team's extensive qualifications, strong work ethic, and background assist them with providing exceptional client experiences with the best advice for help achieving their goals. Harry Calivas' designations include CERTIFIED FINANCIAL PLANNER (TM), Certified Investment Management Analyst (TM) and Accredited Domestic Partnership Advisor. Securities registrations include FINRA Series 7, 63 & 65 as well as Life, Health and Disability insurance licenses. In addition, designation accredited curriculum was completed in estate planning through the National Association Estate Planning Council, paralegal training through Adelphi University, and investment manager analyst certification curriculum from the Wharton School of Business. Additional education qualifications include: Ph.D. in Finance, MBA, and BA in Economics. Although our team does assist in the estate planning process for clients, we do not provide legal or tax advice.