Meet Our Team

Strategic Planning Associates strives to get to know you personally, professionally and financially. We are passionate about building relationships based on the principals of integrity and commitment while providing exceptional service. To meet our team of dedicated professionals, please click on the bios below.

 

Henry P Cerruti , CFP®, CLU®, ChFC®, CASL®, AEP®

Founder & Principal

Office 631-592-2007 ext. 8


Fax 631-592-2131


henry.cerruti@nm.com

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Nicholas A LLerena , CLU®, ChFC®, CASL®, CFP®, AEP®

Principal

Office 631-592-2007 ext. 7


Fax 516-277-0098


nick.llerena@nm.com

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Jennifer L O'Brien , CLU®, ChFC®, CASL®, RICP®

Associate Wealth Management Advisor

Office 631-592-2007 ext. 6


jennifer.obrien@nm.com

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Tim Honce , CLU®

Associate Wealth Management Advisor

Office 631-592-2007 ext. 2


tim.honce@nm.com

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Maureen J D Amico

Director of Investment Services

Office 631-592-2007 ext. 5


maureen.damico@nm.com

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Nicolas David Schapira , CFP®

Associate Wealth Management Advisor

Office 631-592-2007 ext. 1


nicolas.schapira@nm.com

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JoAnn M Surrusco

Director of Insurance Services

Office 631-592-2007 ext. 3


joann.surrusco@nm.com

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Kimberley Cerruti

Director of Marketing

Office 631-592-2007 ext. 4


kimberley.cerruti@nm.com

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