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Team

Vince Spinosa, Robert Marin, Matthew Kahn, and the Spinosa Financial Group take customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Spinosa Financial Group

Vince Spinosa CFP®, ChFC®, CLU®

Founder, Partner and Private Wealth Advisor

Robert Marin CLU®, RICP®, ChFC®

Partner and Private Wealth Advisor

Matthew J Kahn CLU®

Partner and Private Wealth Advisor

Sean Movelle CFP®

Partner and Private Wealth Advisor

Gary Low MBA, CFA®

Director of Investments

Darren M. Kriston CFP®, MBA, RICP®

Private Wealth Advisor

James Humpherson

Private Wealth Advisor

Elizabeth F Mraz

Director of Marketing and Business Operations

Izzy Crespo B.A., AWMA®

Director of Investment Operations

Karen Alms

Director of Insurance Operations

Vanessa Aravantinos AWMA®

Associate Private Wealth Advisor

Pritesh S Patel D.C., ChFC®

Associate Private Wealth Advisor