Douglas J. Licari,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas J. Licari, CFP®


Blue Ocean Wealth Solutions

2200 Northern Blvd., Ste 200
East Hills, NY 11548
(516) 695-3123


Douglas Licari is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Ocean Wealth Solutions in East Hills, NY and the surrounding communities.

Financial Advisor Experience

45 Yrs. Insurance and Financial Services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CAP, RICP.

Insurance Licenses

  • Life insurance: NY,NJ,Mass.....
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Metlife Securities, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


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