Philip T Purpura, CFP
Investment Adviser Representative
OFFICE: 631-577-7999

MOBILE: 516-652-8561

New York

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



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