Broker Check

Team

Gain From an Independent Perspective

We are passionate about helping you achieve your financial objectives.

Experience

Since 1980, members of our team have been helping clients address their personal and business financial goals.

Knowledge

Our professional team has more than150 combined years of dedicated personalized services to our clients.  Guided Professional Solution's Wealth Managers hold many of the industry's most coveted professional designations, including: Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), Certified Wealth Preservation Planner (CWPP), Certified Wealth Strategist (CWS®), Certified Fund Specialist (CFS).

Resources

At Guided Professional Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Client Centered

Close alliances with other professional organizations add to our knowledge base.  These alliances include:

  • Trust and Estate Law Firms, Eldercare attorneys
  • Pension Design and Administration Firms
  • Full-service Insurance Firms
  • Professional Money Management Firms
  • Certified Public Accountant and tax consulting firms

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough and most efficiently bases upon my risk tolerance and investment time horizon?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Anthony M. Fauci, ChFC®, CWS®, CWPP®

Managing Principal

718-551-9665

afauci@guidedprosolutions.com

Designations: Chartered Financial Consultant, Certified Wealth Preservation Planner

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Gary Capaldo, CFP®, CFS®, CWPP®

Managing Partner

718-551-9665

gcapaldo@guidedprosolutions.com

Designations: Certified Financial Planner™, Certified Wealth Preservation Planner Certified Fund Specialist

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Dominic Tobacco, CWPP

Managing Partner

718-551-9665

dtobacco@guidedprosolutions.com

Designations: Certified Fund Specialist (CFS) and Certified Wealth Preservation Planner (CWPP)
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Christopher R. Rubano, CFP®, AIF®, CWPP®

Managing Partner

718-551-9665

crubano@guidedprosolutions.com

Managing Partner Designations: Certified Financial Planner™ (CFP), Certified Wealth Preservation Planner (CWPP), Accredited Investment Fiduciary™
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James LaPiedra, CFP®,

Managing Partner

718-551-9665

jlapiedra@guidedprosolutions.com

Jim is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning and distribution strategies.
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Fred M. LaMarca, CPA, CFP®

Managing Partner

718-551-9665

flamarca@guidedprosolutions.com

A CERTIFIED FINANCIAL PLANNER TM - professional and Certified Public Accountant, Fred has over 30 years experience and primarily focuses on providing wealth management services to both businesses and individuals.
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Jeffrey J. Potter, CPA

Managing Partner

718-551-9665

jpotter@guidedprosolutions.com

Jeff has over 30 years experience and specializes in providing tax, financial and consulting services to business owners. He holds both general securities and investment advisor representative licenses.
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Camille Furlong

Director of Operations

718-551-9665

718-989-9225

cfurlong@guidedprosolutions.com

Most of our clients never get to meet Camille. If they did, they would meet an engaging and remarkable talent. She is our Director of Operations and has been for fifteen years. A consummate professional, Camille Furlong brings...

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Jacqueline Amendola

Client Relations Manager

718-551-9665

718-989-9225

jamendola@guidedprosolutions.com

At the lifeblood of any strong organization is the Client Relations Manager. Jackie who serves in this role has been part of Guided Professional Solutions, LLC for the past twelve years and has flawlessly managed her responsibilities...
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Kristina Velez

Client Service Specialist

718-551-9665

718-989-9225

kvelez@guidedprosolutions.com

At Guided Professional Solutions our focus is not only on our client’s investment, but also the clients themselves. Having a staff that understands how to respond to these needs and requests is critical to our company. When...
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Jaimie Blackman

Strategic Partner

212-829-0001

212-829-1514

jblackman@bhwealth.com

ExperienceJaimie Blackman’s twenty five years of work experience span the fields of finance, education and information technology. Prior to establishing BH Wealth Management, he was Vice-President of Investments with UBS....

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Brian Klimke, CFA

Investment Director

Brian Klimke is primarily responsible for managing Cetera Investment Management’s Investor Strategy Group, producing timely, rigorous analysis of key economic and financial market events and portfolio construction guidance. He...
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Collin Martin, CFA

Market Strategist

Collin Martin is primarily responsible for providing portfolio construction guidance for Cetera Investment Management’s asset allocation models. Additional responsibilities include generating research and quantitative analysis on...
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Edgar “EJ” Vicente

Analyst

Edgar "EJ" Vicente is primarily responsible for publishing our communications to our financial advisors including market commentaries, investment perspectives, and changes to our investment fund line-up. In addition, he supports the...
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Hristo Stefanov, CFA, CAIA

Investment Director

Hristo Stefanov is primarily responsible for managing Cetera Investment Management’s Manager Research Group, which is focused on delivering specific investment strategy recommendations. In this role, he is responsible for...
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Milton Hadinoto, CFA

Senior Investment Analyst

Milton Hadinoto, CFA is a Senior Investment Analyst for Cetera Investment Management. In this role, he reviews Cetera publications, leverages his quantitative and engineering background to analyze investment processes, and analyzes the...
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Neel Hasan

Senior Investment Analyst

Neel Hasan is a Senior Investment Analyst for Cetera Investment Management. In this role, he reviews Cetera publications, leverages his account management and advisory services background to evaluate investment processes, and analyzes...
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Richard Anderson

Investment Director

Richard Anderson is primarily responsible for market insights, publishing hundreds of commentaries a year. He leverages his background in both trading and research to produce actionable insights for advisors and investors. He also...
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Shannon Otterbeck

Director, Research Strategy and Development

Shannon Otterbeck is primarily responsible for managing the day-to-day business functions of the Research Department, implementing business initiatives, plans and procedures. She oversees the publishing of hundreds of financial market...
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Vaishali Kothari

Senior Investment Analyst

Vaishali Kothari is a Senior Investment Analyst for Cetera Investment Management. In this role, she is primarily responsible for the research, selection and ongoing oversight of domestic large cap and alternative mutual funds. She also...
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