As the Founder and Financial Advisor at Esposito Wealth Management, my role encompasses investment management, financial planning and advice, and client relationship management. My journey in the financial services industry began in 2013, with a focus on wealth management since 2016. Prior to launching my own firm, I honed my skills at GE Capital and DiMatteo Group in Financial Services. Before that, I earned my finance degree from Western New England University. Throughout my career, I've obtained several credentials, including the Series 7 and 66 securities licenses, the Life Insurance Agent designation, and the AIF designation.
What excites me about this venture is the opportunity to share the most valuable asset with my clients: time. Helping individuals and small businesses prepare for retirement, navigate financial hurdles, and find the best retirement plans are truly rewarding aspects of my work. I aim to be a true partner in their financial journey, much like a pilot guiding through turbulence or brighter skies.
Originally from Shelton, CT, I now reside in Middlebury, CT with my wife Amanda, our two boys Luca and Lorenzo, and our Standard Goldendoodle, Buddy. I am actively involved with the DiMatteo Family Charitable Foundation, working alongside my family to honor my late grandfather's mission of community betterment. I also participate in IAFL (Italian American Future Leaders) to bridge generational gaps and foster relationships among young Italian American professionals. Additionally, my connection to Western New England University remains strong, having initially joined on a lacrosse scholarship but later co-founding the university's Rugby Program. We celebrated victory in the NERFU D4 championship in our inaugural year, and I continue to support the team as an alum.
In my free time, my life revolves around my young family and various home improvement projects. In the spare moments I carve out, I enjoy hunting, fishing, woodworking, golf, and mixed martial arts. Sports have always been a passion, but now my life’s main focus is spending time with my family and enjoying everything that life has to offer with them.