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 and Partner

Office 631-592-2028


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

Partner

Office 631-592-2039


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

Lead Advisor

Office 631-592-4038


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Tim Honce , CFP®, CLU®, ChFC®

Lead Advisor

Office 631-592-4074


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Maureen J D Amico

Director of Investments and Operations

Office 631-592-2008


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Nicolas David Schapira , CFP®

Director of Planning

Office 631-592-4065


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JoAnn M Surrusco

Director of Insurance Operations

Office 631-592-2035


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Kimberley Cerruti

Director of Marketing

Office 631-592-2045


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Julianne Murphy

Executive Assistant

Office 631-592-2003


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Thomas C Mueger

Investment Operations

Office 631-592-2015


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