Our Firm

Thoughtful strategies from caring professionals.

Since 1986, Mark Vaimberg, CFP®, has built a reputation in the New York metropolitan area for thoughtful financial strategies, short and long-term planning, and stellar personal service. We provide unparalled personal attention with the deep financial management experience, a combination that is rare in today's financial industry.

Our dedicated team of professionals takes your financial future very seriously. We make sure we provide our clients with superior tools, information and communications to make the complex process of financial planning simpler, easier and more transparent for our clients.


Mark Vaimberg, CFP®, ChFC, CLU

More than 25 years ago, with a bachelor of science from Cornell University and specific experience in the financial industry, Mark set out to turn a complicated process into something simple for those he worked with. Now, since opening his practice in 1986, and after becoming a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Life Underwriter (CLU), he has become a respected name in financial planning. His drive to make the process simple for his clients while doing everything he can to help them address their goals are among his highest priorities.

Paulette Carey
Office Manager

Paulette puts more than 30 years administrative experience in financial services to work running the office with efficiency and professionalism. With a license in life and health insurance, she oversees underwriting all life, disability, and long-term care policies. Her experience in medical insurance also helps her adeptly handle group enrollments, claims, and other troubleshooting on behalf of our insurance clients.

Susan Morrison
Administrative Assistant

After more than 15 years in financial services, Susan has the insight and know-how to service our pension and investment services, from processing applications and distributions to assisting with pension reporting. She has the right experience to get the job done well every time.

Sandy Pace
Administrative Assistant

Sandy's more than three decades in financial services and insurance make her our resident professional in preparing, coordinating, and processing insurance policies and applications, and ensuring every detail is correct and always up-to-date.

Eileen Fischbach
Administrative Assistant

Adding yet another layer of depth to our team, Eileen also brings decades of experience to the firm in just about every area, from insurance to investment services. Experience really does make
a difference!