Staten Island Chapter: Elder Care Tech Session

With 36 years of industry experience, this seasoned financial advisor builds personalized financial plans centered around each client’s unique life goals and evolving priorities. Grounded in the belief that financial strategies must adapt as life changes, the practice partners closely with individuals, families, and business owners to define clear objectives, track ongoing progress, and make proactive, thoughtful adjustments over time. Clients benefit from a seamless blend of regular collaborative check-ins, modern and secure digital access, and tailored wealth management solutions designed to deliver clarity and long-term confidence at every life stage.

Core Practice Areas & Specializations

• Retirement & Income Planning: Retirement Income Strategies, Social Security Retirement Optimization, and Business Retirement Plans
• Wealth & Estate Advisory: Wealth Preservation Strategies, Estate Planning Strategies, and Family Finances
• Portfolio & Risk Management: Comprehensive Investment Management, Portfolio Construction, and Asset Protection/Insurance Strategies

Credentials, Education & Professional Standing

• Professional Certifications & Designations:
  CFP® (CERTIFIED FINANCIAL PLANNER®)
  ChFC® (Chartered Financial Consultant®)
  CLU® (Chartered Life Underwriter®)
  APMA® (Accredited Portfolio Management Advisor™)
  LUTCF® (Life Underwriter Training Council Fellow℠)
• Securities & Insurance Registrations: Series 7, Series 6, Series 63, and Life, Accident & Health Insurance Licenses
• Academic Background:
  Bachelor of Liberal Studies, University of Maine at Presque Isle
  Associate of Applied Science (AAS) in Business, Elizabeth Seton College (Yonkers, NY)
• Industry Honors:
  Ameriprise Circle of Success (2020–2025)
  Ameriprise Client Experience Award (2021, 2022, 2023, 2025)
• Professional Affiliations:
  Financial Planning Association (FPA)
  Society of Financial Service Professionals (FSP)
  National Association of Insurance and Financial Advisors (NAIFA)

Community Leadership & Personal Life

Deeply committed to civic leadership and giving back, the practice actively participates in the Chamber of Commerce and provides ongoing philanthropic support to vital community initiatives across Staten Island, including Project Hospitality, Kids Connect, and the Emergency Children's Help Organization (ECHO).

Outside the office, personal time is spent with wife Jules and their three sons—Johnathan, Brandon, and Devin—at their vacation home in Connecticut, with shared passions for golfing and spending time on the water.

Alfred T. Grillo CPA is the owner of Grillo Tax Consulting, preparing individual tax return services. Mr. Grillo provides sales and use tax services to accounting professionals and businesses, along with research and compliance assistance on state and local tax issues, including residency issues, and assists and represents taxpayers in audits before the IRS and state and local tax authorities. Mr. Grillo was in public accounting at the outset of his career, and then spent the next forty years in private industry with such firms as Consolidated Edison, Brooklyn Union Gas and AT&T. At Con Ed he managed the transaction tax function, which included sales and use tax, gross receipts taxes, and other miscellaneous taxes. He has maintained an individual tax practice throughout his career, assisting families with their taxes and financial planning. Mr. Grillo has been an active member of the New York State Society of CPAs, and served as Chairman of the New York State, Local and Multistate Committee. He also served on the New York State Tax Commissioner’s Advisory Board and the Tax Committee of the New York State Business Council. He has spoken on sales and use tax issues at numerous tax conferences.

Erik began his career with New York Life in March of 2019. After 3 years in the automotive industry, he decided that he wanted to follow his passion for helping people to New York Life where he found immediate success. While struggling through a changing environment due to the COVID-19 pandemic Erik was able to qualify for New York Life’s Executive Council Membership in 2020 with over 50 lives protected. This success continued into his second year. Erik was able to qualify for his second consecutive Executive Council in 2021 while helping his clients secure their finances through life insurance, long-term care planning, and retirement planning. As a result of his early success and achievements Erik was promoted and given the opportunity to join the New Jersey General Office’s Management Team. As a Partner Erik is focused on making an impact on the lives of the advisors on his team as well as offering the same opportunity to those in his community that he was offered by his Mentor Erik Anderson.