facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

A Financial Professional at the Helm

Philip T. Purpura Photo

Philip T. Purpura

President & CEO


Philip T. Purpura is an Independent wealth/life insurance advisor. He is continually living his core values of family first, fostering people relationships, and providing financial purposefulness to his clients.

A Fee-Based Independent Financial Advisor and Certified Financial Planner® professional for more than 30 years, Philip’s objective is to make a difference in the lives of the clients he touches. With experience in corporate, retail, financial, and retirement planning. He provides fee-based services and develops strategies derived from unique individual circumstances, risk tolerance, and goals.

And he’s backed by the knowledge, affiliations, and accreditation of a seasoned financial veteran.

A graduate of Adelphi University with a Bachelor of Science degree, Philip continued his studies to attain his  CFP® professional designation as well as Series 24 Principal, Series 65 Registered Investment Advisor Representative, and Series 63 Uniform Securities license.

He's a past board member of Life Services of the Handicapped, Inc., Disabled and Alone, a non-profit organization that helps families provide a secure future for their loved ones with a disability. He also participated with the National Association of Learning Disabilities and has been a trusted advisor to high net worth clients and their families.

In his leisure, Philip enjoys golfing, fishing, traveling, reading—and spending time with his wife Judy, two children, and three grandchildren.

Lorem ipsum...