68 S. Service Road, Suite 100
Melville, NY 11747
Monday through Friday 9:00 am - 5:00 pm, by appointment.
A Fee-Based Independent Financial Advisor and Certified Financial Planner® professional for more than 30 years, my objective is to make a difference in the lives of the clients that I work with.
I continue to live my core values of family first, fostering people relationships, and providing financial purposefulness to my clients.
In my leisure, I enjoy spending time with my wife Judy, two children, and three grandchildren along with golfing, fishing, traveling, and reading.
Areas of Focus
- Fee-Based Wealth Management
- I am providing retirees, families, and business owners with tax strategies to reduce taxes on IRA, 401k, 403b, pensions, and social security income.
- I am creating a safe and secure steady stream of income.
- Risk Management through Life Insurance, Annuities, and Long term Care planning.
- Estate and Legacy Planning.
- Tax Mitigation
Interests & Community Participation
I am a past board member of Life Services of the Handicapped, Inc., Disabled and Alone, a non-profit organization that helps families provide a secure future for their loved ones with a disability.
I participated with the National Association of Learning Disabilities in Washington DC and have been a trusted advisor to high-net-worth clients and their families
Over 30 years in the Financial Services Industry servicing and caring for my clients in corporate, retail, financial, and retirement planning. I provide fee-based services and develop strategies derived from unique individual circumstances, risk tolerance, and goals.
A graduate of Adelphi University, Garden City, NY with a Bachelor of Science degree in business administration, I continued my studies to attain my CFP® professional designation as well as Series 24 Principal, and Series 65 Registered Investment Advisor Representative. Certified Financial Planner™ since 1985
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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