Ronald S. Palastro,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald S. Palastro, CFP®

ChFC, CLU, AIF®

Founder & CEO

Cobblestone Wealth Advisors

8119 7th Avenue, 2nd Fl
Brooklyn, NY 11228
FINANCIAL ADVISOR'S WEBSITE
(718) 633-9500

General

Ronald Palastro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cobblestone Wealth Advisors in Brooklyn, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, AIF®

Insurance Licenses

  • Life insurance: NY, NJ, PA, FL
  • Health/disability insurance: NY, NJ, PA, FL
  • Property/casualty: NY, NJ, PA, FL
  • Fixed annuities: NY, NJ, PA, FL
  • Variable annuities: NY, NJ, PA, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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