Team
Christa Coates, LUTCF
Financial Planner
(845) 765-0446
I look forward to guiding you down the path to help you both grow your wealth and plan your legacy. Let’s together define your dash before you pass.
Gina M. Mann *EA, CFP®
Certified Financial Planner
I have over 37 years of experience in accounting and taxation. I hold a bachelor’s degree inaccounting with a minor in finance from Long Island University, as well as a Certificate inFinancial Planning from Boston University....
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Giuseppe Catalano
Client Relations Manager
I am the Client Relations Manager at Wealth-Legacy Planning LLC, where I work closely to support Christa and ensure that every client receives personalized service while helping office operations run efficiently. I am an aspiring...
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Nathan Bartolotti
Planner assistant
I am a financial planning assistant and at Wealth-Legacy, Inc. I provide direct support to Christa Coates and ensure that all office operations run smoothly. It is a true stroke of serendipity that the branch office just happens to be...
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