Our Qualifications

Gregory M. Vassallo, CLU, ChFC began his career with AXA Advisors and The Equitable Life Assurance Society as a Financial Professional in 1988.  Greg has earned a Certificate in Reitrement Planning from the Wharton School of Business.  In addition, he holds the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations.  Greg is active in his community and professional organizations including the Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors (NAIFA), and the Northern New Jersey Chapter of the Estate Planning Council.

Michael J. Vassallo began his career with AXA Advisors and The Equitable Life Assurance Society in 1989.  His designations and achievements include being a member of the AXA Advisors Hall of Fame, AXA Advisors Sterling Group, and a member and former President of the National Association of Insurance and Financial Advisors (NAIFA).  Michael is a Lifetime Member of the Million Dollar Round Table (MDRT) having qualified for the past 15 years.

James W. Gates, CHFC, CLU began his career with AXA Advisors and The Equitable Life Assurance Society in 1991.  He hold the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). 

Andrew R. Vassallo began his career with The Equitable Life Assurance Society in 1980.  He is a Lifetime member of the Million Dollar Round Table (MDRT) having qualified for the past 28 years.