A Financial Professional at the Helm
Philip T. Purpura
Founder and CEO
CERTIFIED FINANCIAL PLANNER® PROFESSIONAL
Philip 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.
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.
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is a mixed business website, Royal Fund Management, LLC, and CSI Financial Group separate entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Insurance and Advisory: Both of the above
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