About
About Us

Our Process

Our Team

Client Testimonials

News
Services
Our Core Services

Discover personalized financial planning, retirement strategies, tax-aware investment options, and insurance guidance built around your goals, your business, and your future.

Retirement Income Planning

Plan income that fits your lifestyle through every retirement stage.

Portfolio Management & Investment Planning

Build a portfolio aligned with your goals and risk tolerance.

Integrated Tax Planning

Incorporate tax-smart strategies into your financial and investment decisions.

Policy Reviews & Insurance Planning

Help manage life’s uncertainties with thoughtful insurance planning.

Estate & Legacy Planning

Shape a financial legacy aligned with your personal values.

Holistic Financial Planning

Organize, prioritize, and plan for life’s financial transitions.

Specialized Services

Focused financial strategies for physicians and healthcare professionals.

Retirement Planning for Doctors

Life Insurance for Doctors

Specialty Specific Disability Insurance
Resources
Blog

Useful Guides

Events

Find Your Risk Number
Contact
Boca Raton, FL

Orlando, FL

Tampa, FL

Our Team

Meet the team behind WealthCare Financial, dedicated professionals committed to building lasting relationships and delivering thoughtful financial strategies designed to support your goals and future.

Michael Boggiano

Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional

Shaun Tarzy

Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional

Amy Shah

Director of New Business

John Graetz

Wealth Planner

Mark Sharov

Operations Coordinator

Kyle Boggiano

Wealth Planner

Abigail Harris

Client Relations Specialist

Hillary Kessler, ESQ, MBA, MSF

Attorney at Law

Shezad Contractor, AWMA®, RICP®, APMA®

Director of Advanced Planning

Gavin Graber CPA, MAFM

Tax Advisor

Ed Boggiano MBA, CLTC

Board Member

Sophia Sciortino

Marketing and Event Coordinator

Joseph Bodvake

Financial Representative Intern

Luna Katz-Tarzy

CDO - Chief Dog Officer. In Loving Memory of Luna: Our Loyal Office Companion

Our Alphastar Capital Affiliates

We collaborate with affiliated team members at Alphastar Capital to provide additional investment planning insight, operational support, and resources that enhance the strategies we develop with our clients.

Aaron Kingrey

Director, Head Trader, Alphastar Capital Management

Jonathan Blevins, CFP®, CHFC

VP-Advisor Consulting, Alphastar Capital Management

img:is([sizes=auto i],[sizes^="auto," i]){contain-intrinsic-size:3000px 1500px}:root{--wp--preset--aspect-ratio--square:1;--wp--preset--aspect-ratio--4-3:4/3;--wp--preset--aspect-ratio--3-4:3/4;--wp--preset--aspect-ratio--3-2:3/2;--wp--preset--aspect-ratio--2-3:2/3;--wp--preset--aspect-ratio--16-9:16/9;--wp--preset--aspect-ratio--9-16:9/16;--wp--preset--color--black:#000;--wp--preset--color--cyan-bluish-gray:#abb8c3;--wp--preset--color--white:#fff;--wp--preset--color--pale-pink:#f78da7;--wp--preset--color--vivid-red:#cf2e2e;--wp--preset--color--luminous-vivid-orange:#ff6900;--wp--preset--color--luminous-vivid-amber:#fcb900;--wp--preset--color--light-green-cyan:#7bdcb5;--wp--preset--color--vivid-green-cyan:#00d084;--wp--preset--color--pale-cyan-blue:#8ed1fc;--wp--preset--color--vivid-cyan-blue:#0693e3;--wp--preset--color--vivid-purple:#9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple:linear-gradient(135deg,#0693e3 0%,#9b51e0 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan:linear-gradient(135deg,#7adcb4 0%,#00d082 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange:linear-gradient(135deg,#fcb900 0%,#ff6900 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red:linear-gradient(135deg,#ff6900 0%,#cf2e2e 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray:linear-gradient(135deg,#eee 0%,#a9b8c3 100%);--wp--preset--gradient--cool-to-warm-spectrum:linear-gradient(135deg,#4aeadc 0%,#9778d1 20%,#cf2aba 40%,#ee2c82 60%,#fb6962 80%,#fef84c 100%);--wp--preset--gradient--blush-light-purple:linear-gradient(135deg,#ffceec 0%,#9896f0 100%);--wp--preset--gradient--blush-bordeaux:linear-gradient(135deg,#fecda5 0%,#fe2d2d 50%,#6b003e 100%);--wp--preset--gradient--luminous-dusk:linear-gradient(135deg,#ffcb70 0%,#c751c0 50%,#4158d0 100%);--wp--preset--gradient--pale-ocean:linear-gradient(135deg,#fff5cb 0%,#b6e3d4 50%,#33a7b5 100%);--wp--preset--gradient--electric-grass:linear-gradient(135deg,#caf880 0%,#71ce7e 100%);--wp--preset--gradient--midnight:linear-gradient(135deg,#020381 0%,#2874fc 100%);--wp--preset--font-size--small:13px;--wp--preset--font-size--medium:20px;--wp--preset--font-size--large:36px;--wp--preset--font-size--x-large:42px;--wp--preset--spacing--20:.44rem;--wp--preset--spacing--30:.67rem;--wp--preset--spacing--40:1rem;--wp--preset--spacing--50:1.5rem;--wp--preset--spacing--60:2.25rem;--wp--preset--spacing--70:3.38rem;--wp--preset--spacing--80:5.06rem;--wp--preset--shadow--natural:6px 6px 9px rgba(0,0,0,.2);--wp--preset--shadow--deep:12px 12px 50px rgba(0,0,0,.4);--wp--preset--shadow--sharp:6px 6px 0px rgba(0,0,0,.2);--wp--preset--shadow--outlined:6px 6px 0px -3px #fff,6px 6px #000;--wp--preset--shadow--crisp:6px 6px 0px #000}:root{--wp--style--global--content-size:800px;--wp--style--global--wide-size:1200px}:where(body){margin:0}.wp-site-blocks > .alignleft{float:left;margin-right:2em}.wp-site-blocks > .alignright{float:right;margin-left:2em}.wp-site-blocks > .aligncenter{justify-content:center;margin-left:auto;margin-right:auto}:where(.wp-site-blocks) > *{margin-block-start:24px;margin-block-end:0}:where(.wp-site-blocks) > :first-child{margin-block-start:0}:where(.wp-site-blocks) > :last-child{margin-block-end:0}:root{--wp--style--block-gap:24px}:root :where(.is-layout-flow) > :first-child{margin-block-start:0}:root :where(.is-layout-flow) > :last-child{margin-block-end:0}:root :where(.is-layout-flow) > *{margin-block-start:24px;margin-block-end:0}:root :where(.is-layout-constrained) > :first-child{margin-block-start:0}:root :where(.is-layout-constrained) > :last-child{margin-block-end:0}:root :where(.is-layout-constrained) > *{margin-block-start:24px;margin-block-end:0}:root :where(.is-layout-flex){gap:24px}:root :where(.is-layout-grid){gap:24px}.is-layout-flow > .alignleft{float:left;margin-inline-start:0;margin-inline-end:2em}.is-layout-flow > .alignright{float:right;margin-inline-start:2em;margin-inline-end:0}.is-layout-flow > .aligncenter{margin-left:auto !important;margin-right:auto !important}.is-layout-constrained > .alignleft{float:left;margin-inline-start:0;margin-inline-end:2em}.is-layout-constrained > .alignright{float:right;margin-inline-start:2em;margin-inline-end:0}.is-layout-constrained > .aligncenter{margin-left:auto !important;margin-right:auto !important}.is-layout-constrained > :where(:not(.alignleft):not(.alignright):not(.alignfull)){max-width:var(--wp--style--global--content-size);margin-left:auto !important;margin-right:auto !important}.is-layout-constrained > .alignwide{max-width:var(--wp--style--global--wide-size)}body .is-layout-flex{display:flex}.is-layout-flex{flex-wrap:wrap;align-items:center}.is-layout-flex > :is(*, div){margin:0}body .is-layout-grid{display:grid}.is-layout-grid > :is(*, div){margin:0}body{padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px}a:where(:not(.wp-element-button)){text-decoration:underline}:root :where(.wp-element-button, .wp-block-button__link){background-color:#32373c;border-width:0;color:#fff;font-family:inherit;font-size:inherit;font-style:inherit;font-weight:inherit;letter-spacing:inherit;line-height:inherit;padding-top:calc(.667em + 2px);padding-right:calc(1.333em + 2px);padding-bottom:calc(.667em + 2px);padding-left:calc(1.333em + 2px);text-decoration:none;text-transform:inherit}.has-black-color{color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-color{color:var(--wp--preset--color--white) !important}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important}.has-black-background-color{background-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-background-color{background-color:var(--wp--preset--color--white) !important}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important}.has-black-border-color{border-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-border-color{border-color:var(--wp--preset--color--white) !important}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important}:root :where(.wp-block-pullquote){font-size:1.5em;line-height:1.6}#pojo-a11y-toolbar .pojo-a11y-toolbar-toggle a{background-color:#021d49;color:#fff}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay,#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items.pojo-a11y-links{border-color:#021d49}body.pojo-a11y-focusable a:focus{outline-style:solid !important;outline-width:1px !important;outline-color:#f00 !important}#pojo-a11y-toolbar{top:200px !important}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay{background-color:#fff}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items li.pojo-a11y-toolbar-item a,#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay p.pojo-a11y-toolbar-title{color:#021d49}#pojo-a11y-toolbar .pojo-a11y-toolbar-overlay ul.pojo-a11y-toolbar-items li.pojo-a11y-toolbar-item a.active{background-color:#021d49;color:#fff}@media (max-width: 767px){#pojo-a11y-toolbar{top:50px !important}}.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}@media screen and (max-height: 1024px){.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+3):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}}@media screen and (max-height: 640px){.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload),.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload) *{background-image:none !important}.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+2):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}}.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload).nitro-lazy,.e-con.e-parent:nth-of-type(n+4):not(.e-lazyloaded):not(.e-no-lazyload) *.nitro-lazy{background-image:none !important}function mytheme_custom_excerpt_length( $length ){}.elementor-2778 .elementor-element.elementor-element-57ba123{--display:flex;--flex-direction:row;--container-widget-width:initial;--container-widget-height:100%;--container-widget-flex-grow:1;--container-widget-align-self:stretch;--flex-wrap-mobile:wrap;--gap:0px 0px;--row-gap:0px;--column-gap:0px;--padding-top:10px;--padding-bottom:10px;--padding-left:10px;--padding-right:10px}.elementor-2778 .elementor-element.elementor-element-50c844b{--display:flex;--flex-direction:column;--container-widget-width:100%;--container-widget-height:initial;--container-widget-flex-grow:0;--container-widget-align-self:initial;--flex-wrap-mobile:wrap}.elementor-2778 .elementor-element.elementor-element-50c844b:not(.elementor-motion-effects-element-type-background),.elementor-2778 .elementor-element.elementor-element-50c844b > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-color:var(--e-global-color-0389abf)}.elementor-2778 .elementor-element.elementor-element-a522271 > .elementor-widget-container{padding:10px 10px 10px 10px}.elementor-2778 .elementor-element.elementor-element-a522271 img{width:35px;max-width:35px;height:35px}.elementor-2778 .elementor-element.elementor-element-ab901f5{--display:flex;--flex-direction:column;--container-widget-width:100%;--container-widget-height:initial;--container-widget-flex-grow:0;--container-widget-align-self:initial;--flex-wrap-mobile:wrap;--justify-content:space-evenly;--padding-top:0px;--padding-bottom:0px;--padding-left:10px;--padding-right:0px}.elementor-2778 .elementor-element.elementor-element-a20fab1 > .elementor-widget-container{padding:0px 0px 10px 0px}.elementor-2778 .elementor-element.elementor-element-a20fab1 .elementor-heading-title{font-family:"Lato",Sans-serif;font-size:1.1em;font-weight:600;text-transform:none;font-style:normal;line-height:21px;letter-spacing:.1px;word-spacing:.1em;color:var(--e-global-color-primary)}.elementor-2778 .elementor-element.elementor-element-a20fab1 .elementor-heading-title a:hover,.elementor-2778 .elementor-element.elementor-element-a20fab1 .elementor-heading-title a:focus{color:var(--e-global-color-secondary)}.elementor-2778 .elementor-element.elementor-element-84a9584{text-align:start;font-family:"Lato",Sans-serif;font-size:14px;font-weight:400;line-height:1.2em;letter-spacing:.5px;word-spacing:.1em}@media (max-width:1024px){.elementor-2778 .elementor-element.elementor-element-84a9584{font-size:15px}}@media (min-width:768px){.elementor-2778 .elementor-element.elementor-element-50c844b{--width:20%}.elementor-2778 .elementor-element.elementor-element-ab901f5{--width:80%}}@media (max-width:767px){.elementor-2778 .elementor-element.elementor-element-a20fab1 .elementor-heading-title{font-size:1.8em}.elementor-2778 .elementor-element.elementor-element-84a9584{font-size:15px;line-height:1.5em}}.elementor-1020 .elementor-element.elementor-element-6a71a86b{--display:flex}.elementor-1020 .elementor-element.elementor-element-6a71a86b.e-con:hover{--e-con-transform-scale:1.1}.elementor-1020 .elementor-element.elementor-element-76fa75ca{--display:flex}.elementor-1020 .elementor-element.elementor-element-4ca40d3a > .elementor-widget-container{padding:20px 20px 20px 20px}.elementor-1020 .elementor-element.elementor-element-4ca40d3a.elementor-element{--align-self:center}.elementor-1020 .elementor-element.elementor-element-4ca40d3a img{width:250px;max-width:250px;height:250px;object-fit:cover;object-position:center center;border-radius:1000px 1000px 1000px 1000px}.elementor-1020 .elementor-element.elementor-element-19df07ad{text-align:center}.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title{font-family:"Lato",Sans-serif;font-size:1.2em;font-weight:600;text-transform:none;font-style:normal;line-height:26px;letter-spacing:.1px;word-spacing:.1em;color:var(--e-global-color-primary)}.elementor-1020 .elementor-element.elementor-element-1cfecc30 > .elementor-widget-container{padding:5px 10px 10px 10px}.elementor-1020 .elementor-element.elementor-element-1cfecc30{text-align:center}.elementor-1020 .elementor-element.elementor-element-1cfecc30 .elementor-heading-title{font-family:"Lato",Sans-serif;font-size:13px;font-weight:400;line-height:1.3em;letter-spacing:.5px;word-spacing:.1em;color:var(--e-global-color-text)}@media (max-width:1024px){.elementor-1020 .elementor-element.elementor-element-1cfecc30 .elementor-heading-title{font-size:15px}}@media (min-width:768px){.elementor-1020 .elementor-element.elementor-element-76fa75ca{--content-width:100%}}@media (max-width:767px){.elementor-1020 .elementor-element.elementor-element-19df07ad .elementor-heading-title{font-size:1.5em}.elementor-1020 .elementor-element.elementor-element-1cfecc30 .elementor-heading-title{font-size:13px;line-height:1.5em}}.elementor-2909 .elementor-element.elementor-element-84ea234{--display:flex}.elementor-2909 .elementor-element.elementor-element-1b8d6e4{--display:flex}.elementor-2909 .elementor-element.elementor-element-ef915ee > .elementor-widget-container{padding:20px 20px 20px 20px}.elementor-2909 .elementor-element.elementor-element-ef915ee img{width:300px;border-radius:1000px 1000px 1000px 1000px}.elementor-2909 .elementor-element.elementor-element-48c87f7{text-align:center}.elementor-2909 .elementor-element.elementor-element-48c87f7 .elementor-heading-title{font-family:"Lato",Sans-serif;font-size:1.2em;font-weight:600;text-transform:none;font-style:normal;line-height:26px;letter-spacing:.1px;word-spacing:.1em;color:var(--e-global-color-primary)}.elementor-2909 .elementor-element.elementor-element-438b9dc > .elementor-widget-container{padding:5px 10px 10px 10px}.elementor-2909 .elementor-element.elementor-element-438b9dc{text-align:center}.elementor-2909 .elementor-element.elementor-element-438b9dc .elementor-heading-title{font-family:"Lato",Sans-serif;font-size:13px;font-weight:400;line-height:1.3em;letter-spacing:.5px;word-spacing:.1em;color:var(--e-global-color-text)}@media (min-width:768px){.elementor-2909 .elementor-element.elementor-element-1b8d6e4{--content-width:100%}}@media (max-width:1024px){.elementor-2909 .elementor-element.elementor-element-48c87f7 .elementor-heading-title{font-size:1em;line-height:1.3em}.elementor-2909 .elementor-element.elementor-element-438b9dc .elementor-heading-title{font-size:13px}}@media (max-width:767px){.elementor-2909 .elementor-element.elementor-element-48c87f7 .elementor-heading-title{font-size:1.1em}.elementor-2909 .elementor-element.elementor-element-438b9dc .elementor-heading-title{font-size:13px;line-height:1.5em}}

Our Core Services

Retirement Income Planning

Portfolio Management & Investment Planning

Integrated Tax Planning

Policy Reviews & Insurance Planning

Estate & Legacy Planning

Holistic Financial Planning

Specialized Services

Our Team

Michael Boggiano

Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional

Shaun Tarzy

Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional

Amy Shah

Director of New Business

John Graetz

Wealth Planner

Mark Sharov

Operations Coordinator

Kyle Boggiano

Wealth Planner

Abigail Harris

Client Relations Specialist

Hillary Kessler, ESQ, MBA, MSF

Attorney at Law

Shezad Contractor, AWMA®, RICP®, APMA®

Director of Advanced Planning

Gavin Graber CPA, MAFM

Tax Advisor

Ed Boggiano MBA, CLTC

Board Member

Sophia Sciortino

Marketing and Event Coordinator

Joseph Bodvake

Financial Representative Intern

Luna Katz-Tarzy

CDO - Chief Dog Officer. In Loving Memory of Luna: Our Loyal Office Companion

Our Alphastar Capital Affiliates

Aaron Kingrey

Director, Head Trader, Alphastar Capital Management

Jonathan Blevins, CFP®, CHFC

VP-Advisor Consulting, Alphastar Capital Management

Building Strategies for Every Stage of Life

It’s Not Just About the Numbers

Let’s Bring Clarity to What’s Next

Join Our Mailing List