Frank Astorino

Francis X. Astorino, MS, CFP®, CPWA®, is the founder and CEO of The Astorino Financial Group, Inc., a successful financial services company that has been serving clients since 1986. As a CERTIFIED FINANCIAL PLANNER™ Professional with extensive experience in risk management, tax and retirement planning, and investment counseling, Mr. Astorino has established a reputation for delivering specialized financial guidance to a broad range of clients.

Prior to founding The Astorino Financial Group, Mr. Astorino worked as a registered financial advisor with The Financial Network from 1983 to 1986, where he provided fee-based planning and acted as chief case writer. He is also a frequent public speaker and advocate for sound wealth management and has been a member of the International Association of Financial Planning leading to a board position.

Mr. Astorino holds several licenses and certifications, including Series 6, Series 7, Series 24, Series 63, and Life, Accident & Health Insurance. He earned a master’s degree in financial planning (Master Planner of Advanced Studies) and is a Certified Financial Planner (CFP) and a Certified Private Wealth Advisor (CPWA).

With a deep commitment to helping clients achieve their financial goals and improve their financial well-being, Mr. Astorino has built The Astorino Financial Group into a professional financial services company. His extensive experience and in-depth knowledge of financial planning enables him to provide specialized guidance to individuals and families at every critical life transition.

He served as Treasurer and President of the Boston College Alumni from 1984 to 1997, and as President of West Essex Unico from 2003 to 2004, where he was awarded the prestigious title of Unican of the Year for his service followed by the Christopher Columbus Award by the Italian Tribune.

He has also held important positions such as the Finance Chair for the Mayor of North Caldwell from 2006 to 2009 and as President of The Bridge from 2011 to 2013. Mr. Astorino is a NJ Five Star Wealth Manager (2015-2019)* and has been recognized as among the Best in State Wealth Advisors by Forbes Magazine (2018)**. He served as a Councilman from 2006 to present and is a Platinum Sponsor of Write on Sports (2019).

In addition to his impressive professional record, Mr. Astorino has appeared in several publications, both as an author and subject. He has been featured in Forbes, LPL Financial, The Wall Street Journal, and appeared on CNBC, among others. Mr. Astorino is an active member of the Financial Planning Association, NJ Board (2016-2017), and he remains committed to helping individuals and families achieve their financial independence while enjoying a life of significance.

Frank is also an active philanthropist and serves as a board member for the non-profit charity Write on Sports. Frank has four children – Sheri, Kerri, Kevin, and Remy, and currently resides in North Caldwell, NJ. His dedication to helping others is evident in both his professional and personal life.

*NJ Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2015/2016/2017/2018/2019} Five Star Wealth managers.

**The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes; client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Sheri is an Associate Financial Advisor with a strong background in wealth management and client service. Before joining the Astorino Financial Group, Sheri spent over five years at Citi Private Bank, where she held multiple roles servicing high-net-worth clients and leading strategic projects to grow the Wealth Management business. Her expertise spans client advisory, investment strategy, and business development, allowing her to provide personalized service that aligns with clients’ unique goals.

As a registered representative, Sheri is committed to building lasting relationships and guiding clients through complex financial decisions with confidence. Passionate about both finance and community service, she strives to make a meaningful impact in the lives of those she serves.

Sheri earned a Bachelor’s degree in Economics from Boston College and holds her Series 7 and 66 licenses.

Susan Levey is the financial planning assistant at The Astorino Financial Group, where she assists with the Wealth Vision technology and analytics for the financial planning division. She obtained her undergraduate degree from the University of Rochester. With a passion for ensuring clients have transparency, she believes that they should be able to see all assumptions that go into their analyses. In her personal life, Susan enjoys spending time with her family, taking walks, and reading.

Virginia “Vicky” D’Uva is an administrative professional who has been working in various roles across different industries. She received her B.S. in Accounting from American University in Washington, D.C. and has since then built an impressive career in the fields of finance and law.

Vicky began her career as a project manager for IDI in Virginia, where she was responsible for overseeing various projects. She then served as a supervisor for First Fidelity Bank, where she gained valuable experience in banking operations.

For the next 20 years, Vicky worked as an administrative assistant/manager at an Immigration Law Firm in Newark, NJ. During her time there, she gained a wealth of experience in managing office operations, client relations, and legal document preparation.

Vicky is currently serving as the administrative assistant at The Astorino Financial Group, where she supports the company’s day-to-day operations. She is passionate about her work and enjoys learning something new every day about the financial industry. Additionally, Vicky loves interacting with clients and considers herself a “people person.”

Outside of work, Vicky loves spending time with her family and trying out new restaurants. She is also an avid walker, hiker, and salsa dancer, and enjoys staying active. As a fluent Spanish speaker, Vicky is able to communicate effectively with clients who speak Spanish.

Overall, Vicky’s wealth of experience in various industries and her passion for learning and helping others make her a valuable asset to our team here at The Astorino Financial Group.

Karen Barlow is an experienced client relationship professional with over 25 years of experience in the industry. She received her B.S. in Finance from Seton Hall University and is fully insurance licensed, holding her Life, Accident & Health insurance license. Additionally, Karen is a certified notary.

Karen joined The Astorino Financial Group (AFG) as a client relationship manager, where she is responsible for ensuring that all client needs are met. Prior to joining AFG, Karen started her career at Summit Bank, where she served as the assistant branch manager. Afterward, she worked at Maersk in the finance division, where she managed the South American line of business.

Karen’s passion for finance and client relationships makes her an invaluable asset to the team. She enjoys spending time with her family, including her husband and three children, as well as baking and cooking for family and friends. When asked why she is passionate about working at AFG, Karen states that she enjoys interacting with clients and building strong relationships. She feels fulfilled knowing that she plays a strong role in facilitating clients’ financial needs.

Robert “Rob” Goldstein is the Group Benefit Specialist at AFG, where he manages client relationships and assists with Pension and Benefit issues. He is also a Medicare specialist and is involved in business development.

Prior to joining AFG, Rob was the President & Owner of R.J. Goldstein & Associates Inc., an employee benefits consulting and brokerage firm. He sold the firm to World Insurance Associates, LLC in 2017 and currently remains a Principal at WIA. Rob currently also serves as Independent Director at Blue Foundry Bank. Rob received his Bachelor of Science in Mathematics from Fairfield University and holds licenses in Life, Health, P & C. He also holds Series 6, 63, 65. Additionally, Rob has a Governance Fellowship from the National Association of Corporate Directors.

Rob’s experience in employee benefits matters is invaluable to our clients, and he brings a independent perspective as a former business owner. 

Aside from his work, Rob enjoys playing golf and spending time with his family, including his three children and two new grandchildren. He is also involved in his local community, having served as a Trustee and Committee Member of Glen Ridge Country Club and as a Board Member of Lacordaire Academy in Upper Montclair.

When asked why he enjoys working at AFG, Rob cites the company’s ability to get to know each client as an individual and provide them with tailored strategies to help pursue their financial or retirement goals. He finds satisfaction in seeing our clients pursue their objectives and improve their financial well-being.

Victoria lives in Cornelius, NC just outside of Charlotte. She enjoys crocheting, cooking and staying active.

As a seasoned financial professional with 30 years of experience, Mark brings expertise in investment advisor representative practices, investment banking, and corporate finance for firms ranging from start-up to Fortune 100 Financial Services companies. Mark earned degrees in Finance and Russian Studies and holds the Chartered Financial Analyst designation.

Mark partners with The Astorino Financial Group on developing financial metrics and reporting to measure performance, create efficiencies and drive growth. Mark is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.

Mark currently resides just outside of Charlotte, NC and enjoys spending time with his wife travelling, hiking, photographing landscapes & nature, cooking, and enjoying time with friends.