Our Team
Chuck Chucri, CFP®, CLU®, ChFC®, FLMI
President / Financial Planner
Chuck has been in the financial services industry for over 30 years. Every day, he strives to provide his clients with the highest level of service. Chuck has earned a number of designations including CERTIFIED FINANCIAL PLANNER™...
Brian Chucri, CFP®, CPFA®, MSF
Vice President / Financial Planner
Brian began his career in the financial planning field several years ago, and enjoys seeing his clients establish and pursue their goals and milestones.
Dominick Caccippio
Financial Professional
dominick.caccippio@prudential.com
As a Financial Professional, Dominick helps individuals, couples and families work towards growing their assets for the long term. He takes this mission very seriously and works closely with his clients in order to recommend the...
Lina Chucri
Office Manager
When clients come into our office, they are greeted with a warm welcome from Lina. She is the smiling face at our front desk and always wants our clients to feel at home...
Jonathan Chucri
Administrative Assistant
Jonathan has a talent and exceptional skillset that is a necessity to our practice. In his role, Jonathan oversees the technology and computer systems and provides support...