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We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
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Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Alessandro Caringi, CFP®, is a Certified Financial Planner® professional dedicated to helping business owners, corporate professionals, and families navigate the complexities of wealth management with confidence to achieve financial clarity and long-term success. With a deep commitment to strategic financial planning, he focuses on maximizing wealth, identifying and minimizing inefficiencies, and creating tailored financial roadmaps that align with his clients’ long-term goals. Alessandro’s practice is centered around his ability to simplify complex financial strategies to empower clients to make informed decisions with confidence.
A proud graduate of Iona University, Alessandro values lifelong learning and the importance of strong relationships. Born and raised in Mamaroneck, NY, he now resides in Rye Brook, NY with his wife, Simone, and children, Bianca and Sandro. Fluent in Italian and proficient in Spanish, he values his cultural heritage and when possible, enjoys spending time during the summer in Italy with his family there. An avid sports fan, he appreciates weekends spent with friends and family, reinforcing the sense of community and connection that he carries into his professional and personal life. For years he served on the Mamaroneck Chamber of Commerce executive board, further embedding himself in his community.
Alessandro began his career in TV and Radio, working with NFL on CBS, 92.3NOW FM, WFAN, and CBS Sports Radio. However, after a few years, he was drawn to the financial services industry and sought to learn from his father, Mauro Caringi, who has been a Certified Financial Planner® professional since the late 1990s. Inspired by the profound impact his father had on clients—hearing multiple stories directly from them of how he helped shape their financial futures and achieve lasting security—Alessandro realized his own passion for making a meaningful difference in people’s lives. This commitment to guiding individuals and families toward financial confidence and success has since become the foundation of his career.
Since 2015, Alessandro has built his career on helping clients achieve financial stability and long-term prosperity. His commitment to professional growth has led him to earn both the Certified Financial Planner® (CFP®) and Certified Exit Planning Advisor (CEPA™) designations, ensuring he offers comprehensive financial strategies tailored to each client’s needs. Recognizing the ever-evolving landscape of the financial services industry, Alessandro is concentrated on shifting regulations, tax and estate laws, and economic trends, continuously refining his approach to provide clients with up-to-date, strategic financial guidance in an increasingly complex environment.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck
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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!