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Meet Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Our Team

Gary J. DeLorenzo, CFP®, MSFS

President & Senior Financial Advisor

631-390-9013

631-390-9016

GDeLorenzo@DeLorenzoFinancialGroup.com

President of DeLorenzo Financial Group, LLC located in Huntington, NY, offering a full range of financial services for individuals and corporations in the metropolitan area. Before receiving his CERTIFIED FINANCIAL PLANNER (CFP)...

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Kristine Ann Farrell

Client Relationship Manager

631-390-9013

631-390-9016

KFarrell@DeLorenzoFinancialGroup.com

Kristine joined Gary J. DeLorenzo, CFP™, MSFS in 2010 as his Executive Assistant. With her client experience and financial knowledge base, Kristine has risen to the position of an Advisor Associate. With over 20 years’...

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Noelle DeLorenzo

Client Services Manager

631-390-9013

631-390-9016

NDeLorenzo@DeLorenzoFinancialGroup.com

Noelle joined Gary J. DeLorenzo, CFPTM, MSFS in 2015 as his Administrative Assistant. Noelle’s responsibilities are office management, applications, and client onboarding. She is also responsible for the execution of business...

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