Ross Natoli, CFP®

Ross Natoli, CFP® joined Joel Isaacson & Co. in 2019. A self-proclaimed “financial wellness nerd,” Ross specializes in working with individuals and families alike to grow and use their wealth as an abiding force to pursue their passions, achieve their goals, and take care of the people and causes they love. He is a member of the Financial Planning Association, Financial Planning Association of Metro NY, and National Association of Personal Financial Advisors. Ross earned his Certified Financial Planner (CFP®) designation in February 2021.

Prior to joining the firm, Ross served as a legislative advisor in the U.S. Senate and later worked in brand management, most recently in the financial technology space.

Ross earned his B.A. in International Studies from American University, an MBA from Cornell University, and a Certificate in Financial Planning from NYU. Ross lives with his wife and daughter on Long Island. When not reading books and articles about finance, Ross enjoys spending time with his family, exploring craft breweries across New York, and finding new recipes to cook alongside his wife.

“We have been a fee-only, fiduciary firm since the beginning. We have never earned a commission or referral fee, which allows us to focus solely on our clients’ best interests. This commitment to our clients is inherent in all that we do, from investment recommendations to estate planning strategies.”