Ross Natoli, CFP®

Ross Natoli, CFP® joined Joel Isaacson & Co. in 2019. He 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 National Association of Personal Financial Advisors and is a board member of the Financial Planning Association of Metro NY where he serves as Education Director. Ross earned his Certified Financial Planner (CFP®) designation in February 2021.

Prior to joining the firm, Ross served as a legislative fellow in the U.S. Senate and later in brand management in consumer goods and financial technology.

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 family on Long Island. Outside of work, Ross enjoys spending time with his family, volunteering as a pro bono advisor for lower income families and individuals, exploring craft breweries across New York state, 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.”