Cannataro Family Capital Partners (CFCP) is passionate about helping people and businesses realize their true financial potential and making every desire a reality. Our team members excel at what they do and are dedicated to delivering solutions that meet and exceed our clients’ expectations. They are committed to serving the client with the highest level of attention and care..
The fulfillment of our mission can only be achieved through client loyalty. Since our founding, CFCP’s standards of professional conduct and integrity have not only led to positive goal achievement for clients, it is how we measure our success. We are always accountable to our clients and strive to develop and nurture long-lasting relationships. Our multi-generational client base demonstrates the faith, trust and confidence our clients have in us and this guides us in our daily actions.
At CFCP, the competence and conduct of our team members translates into the utmost professionalism and is the backbone of our practice. The 150+ years of collective financial industry experience our people possess greatly enhances our collaborative effort. By going beyond individual accomplishments and promoting spirited teamwork, we are able to achieve our common goal of helping clients succeed.
CFCP’s wealth management process embodies a disciplined approach of identifying a client’s short and long-term needs and goals along with all economic and operational constraints — liquidity, time horizon, taxes, legal and regulatory environment and unique circumstances. We are deliberate in setting appropriate objectives for each client’s particular profile.
Lou has been helping clients achieve their lifetime goals for 25 years. After he finished his MBA in finance, he founded CFCP within Northwestern Mutual. He was the leading first year advisor out of his region, and has never looked back. Lou has always accredited his success to focusing on the development of long-term relationships with his clients. His "no BS" approach coupled with sound, consistent advice, has propelled his team to the top echelon of practices within Northwestern Mutual’s Wealth Management Company.
Not only has CFCP continually received accolades for outstanding performance each year, Lou's practice received the inaugural Financial Security Award (FSA) and led the Eastern region—the prestigious FSA is awarded annually for well-rounded financial planning and comprehensive competency. Lou has continued to receive the award every year since. A standout in the industry, Lou has numerous credentials in investing, insurance, business, estate, and financial planning, and brings years of true working experience to every conversation.
Lou is known for his low-key, no nonsense approach to planning. He brings clarity to complex issues and provides transparency to the inner workings of insurance and investments. And yes, he is also known for his "colorful language" that he uses to bring home some important points now and again!Professional Designations
The Chartered Financial Consultant (ChFC®), Registered Employee Benefits Consultant (REBC®), Accredited Estate Planner (AEP®), Chartered Advisor for Senior Living (CASL®), Chartered Life Underwriter (CLU®) Certified in Long-Term Care (CLTC®) certification.
The American College
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Registered Employee Benefits Consultant (REBC®) designation is the undisputed professional credential for persons working in the dynamic fields of employee benefits, health insurance, incentive compensation, and retirement plan funding, installation and administration. The REBC® designation signifies that an individual working in these fields has attained comprehensive knowledge of the following subject matter: pensions, retirement, planning group medical plans, health insurance, long-term care, executive compensation, personnel management, and much more. The REBC designation is granted by The American College to individuals who successfully complete a challenging six course curriculum and meet additional expertise and ethics requirements.
The Accredited Estate Planner (AEP®) designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners®. The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, you gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Certified in Long-Term Care (CLTC®) designation is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate.
|Degree Name||Major Name||School|
|B.S.||Business||College of Mt. St. Vincent|
Awards and Recognition
Louis has also received the following awards:
- Financial Security Award (FSA), recognizing commitment to provide integrated financial security over a client's lifetime: 2012-2017
- Most Valuable Producers (MVP), recognizing the most productive Northwestern Mutual representatives for investment business: 2006-2015 (award changed to Forum Award after 2009)
Lou Cannataro is a member of the Million Dollar Round Table ( MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table Qualifying Member: 1995-2002, 2006-2009
Qualifying/Life Member: 2003-2004, 2010-2017
Lou is also a qualifying life member of the Northwestern Mutual Forum, recognizing the highest level of productivity and excellence: 1998-1999, 2002, 2004-2017
Associations and Memberships
The National Association of Insurance and Financial Advisors ( NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Lou is a member of the Society of Financial Service Professionals, the National Association of Estate Planning and Council, as well as the National Association of Insurance and Financial Advisors.
Aaron Bell is a partner and lead advisor of Cannataro Family Capital Partners (FCP). He cares deeply about economic opportunity and helping families and businesses widen their circle of fortuity. With over a decade of financial experience, his start in the industry came as a financial sector analytics researcher at FreshMinds consultancy in London until 2007. He then moved to New York, NY and worked in private equity for Quadrangle Group LLC, and later in leveraged finance for Barclays Capital. In summer of 2008, Mr. Bell sought a career in asset management to apply his broad understanding of capital markets and practical applications to managing risk. He began working as an investment professional specializing in portfolio construction, investment research and taxation strategies, alongside Principal Partner Lou Cannataro, a top echelon advisor within the Northwestern Mutual Wealth Management Company. Now, co-head of advisory review within the firm, Mr. Bell oversees strategy and diligencing for FCP’s investment research and execution teams. He earned the Chartered Financial Consultant (ChFC ®) and Charted Life Underwriter (CLU®) designations, holds a B.Sc. and B.A. with Honors from Pacific Lutheran University, obtained his M.A. from University of Oregon, and completed the Certified Investment Management Analyst program at The Wharton School of the University of Pennsylvania.
FCP advisors know what it takes to run a business and focus on what is best for clients and their financial goals. As independent professionals they do not have pressure or distractions from corporate or shareholder interests. Mr. Bell is a registered Investment Advisor Representative (IAR) with licensed competency to provide securities advice, manage portfolios, and offer financial planning. Mr. Bell is also a broker-dealer Registered Representative (RR), qualified to buy and sell securities such as stocks, bonds, funds and alternative investment products for individuals and entities. In addition to his FINRA Securities 7 and 66 licensing (incl. 65 & 63), he holds licenses for life and health insurance, annuities, disability income and he attained certification in long-term care insurance (CLTC®). Because of his registrations and licenses, Mr. Bell’s services uniquely include both fee-only and non-fee planning services for individuals, families, trusts, institutions, and foundations in 38 states.
Mr. Bell lives in the West Village neighborhood of Manhattan with his wife Lydia, and their daughter and son, Loella and Edson. He coaches high school varsity at The Heschel School (NY), is an Executive Committee member to the Board of Regents at PLU (WA), serves on the Board of Advisors at Mansfield Hall College (VT, WI, OR), and is Financial Counsel to the highly acclaimed Third Space Brewing Company (WI), humble recipient of several GABF medal awards.
Robert Reni was raised on the Chesapeake Bay, MD where he grew up working in his family’s marina businesses. Robert attended high school at the Hill School in Pottstown, PA. Robert enrolled at Franklin & Marshall College, transferred, and then graduated from the University of Maryland in 1999. Robert currently resides in Garden City, NY with his wife, Cindy, and two children, Ava and Bennett. Robert is an avid sport fisherman. Robert also enjoys diving, sailing, hiking, squash, and traveling with his family.
Qualifications and Expertise:
Robert Reni, CFP®, ChFC® has led his financial services team affiliated with Northwestern Mutual since 2003. Robert specializes in supporting individuals and closely held businesses concerning a variety of business, estate, investment, insurance, and pension planning decisions. Robert has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the CFP® board of standards and the Chartered Financial Consultant (ChFC®) designation through the American College. Robert is one of a select group of advisors within the Northwestern Mutual system that is able to provide fee-only planning advice. Robert’s services include both fee-only and non-fee planning services.
After graduating from Bentley University with a degree in Management, I began working with Northwestern Mutual and now have over 30 years of service. My primary office is in Trumbull, CT, but I also am a member of our Park Ave office in NYC, as well as our Norwalk, CT office. For all my clients, I can provide:
- Financial Planning
- Investment Strategies
- Retirement Planning
- Disability Income Planning
- Life Insurance Planning
- Long Term Planning
As a Financial Advisor, I understand the pressure individuals and families feel about being financially stable for the future. I’ve experienced it in my own life with my parents and the challenges they faced when they had Long Term Care events. In any circumstance, I would provide the same recommendations for a client and their families as if I was making them for myself and my family.
I have the pleasure of working with Katarina Varga, Director of Client Relations. Our goal is to help and educate each client to meet their financial goals and provide stability and comfort for them and their families.
By providing internationally recognized investment products and world-class insurance services, building a client relationship built on trust, respect, and integrity, I will work my hardest to protect and provide for the people you most care about. Although sometimes it is not easy, I do take pride in telling clients what they need to hear, not what they want to hear.
Feel free to visit my website for additional information: www.craig-meadows.com.
Eric has led his financial services channel within Northwestern Mutual since 2008. Eric specializes in supporting individuals and closely held businesses concerning a variety of business, estate, investment, insurance and pension planning decisions. Eric is one of a select group of individuals able to both provide client-facing advice and manage the business affairs of the advising practice at-large. Raised outside of Pasadena CA, he graduated from the California State Polytechnic University-Pomona and later resided in Portland OR for 10yrs before joining Cannataro Family Capital Partners in New York City. Eric currently lives in Harrison, NY with his wife, Liz. Eric is an avid outdoorsman, and enjoys hiking, travel, and time with his family. His clients rely on him for his expert advice, guidance and motivation.
Sabena attended Queens College and obtained a Bachelor of Science in Accounting and Economics. Sabena is licensed in Life, Accident, and Health Insurance. Sabena has extensive experience of over 15 years in the financial services industry and established her career as an associate at Cannataro Family Capital Partners in May 2011. Sabena's role includes managing the life, disability and long-term care insurance underwriting process, preparation of planning presentation materials including illustrations and analyses, and all aspects of office technology. She also provides excellent customer service support to all existing clients, is extremely organized, and is an absolute asset to the insurance department.
Sabena works 4 days a week (M-Th) at Cannataro Family Capital Partners and is a full-time mom of 3 lovely kids. Sabena lives in Astoria, NY and in her spare time enjoys spending time with her family and friends.
Rob has been an associate of the Cannataro Family Capital Partners since 2014. He attended Zicklin School of Business at Baruch College where he studied finance and economics. Rob Is dedicated to developing long-term client relationships, and helping our clients achieve all of their financial goals and objectives.
Rob lives in Staten Island, NY and when he is not in the office you can find him on the water fishing.
Colette is back! Colette was the first employee of CFCP, and without her help and dedication, it would have never risen to the height of its success.
After putting in 15 years on the equity sales desk at Lazard Freres & Co. in Manhattan, she took on an even more stressful job raising her five children. That mission, although never complete, is requiring less of her time. Colette has now come full circle and rejoined CFCP. Colette will be responsible for business affairs, accounting, marketing, and public relations. Colette received her B. A. from The College of Mount Saint Vincent in business and communications.
When Colette is not working, she can be found spending time with the children, attending Springsteen concerts, or getting exhausted at Crossfit, as she continually prepares for the ski season.
Louis has been part of Cannataro Family Capital Partners since 2011. He has earned the Associate Wealth Management Advisor title with Northwestern Mutual Wealth Management Company and is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 6 and 63 registrations, as well as NY life and health licenses.
Louis directs the day to day operation of portfolio management, research, analysis, and trading. He serves as one of the main points of contact for our Wealth Management clients, supervising the coordination and execution of investment assets. Prior to his investment responsibilities, Louis gained proficient use of propriety software to assist in Client Review preparations, and create detailed financial and estate planning documents. He serves all our clients’ needs with his foundational understanding of finance and he continues to be a valued resource to our planning department.
Louis is a graduate of Temple University with a double major in Finance and Marketing. He currently resides in Chappaqua, NY with his wife Jenna and daughter Caila, and in his spare time plays competitive volleyball.
The Wealth Management Certified Professional (WMCP®) uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and clients. WMCP® credential holders will have the expertise to:
- Implement investment management plans for a range of client goals, including retirement planning, estate planning, small business planning, education, housing, and legacy.
- Develop a deep understanding of investment management and financial planning and how they can be used to meet investors’ goals
- Identify client tax characteristics and evaluate investment management strategies that can provide the highest after-tax performance using traditional, Roth and taxable accounts
- Address the importance of human capital, including risk management of factors like premature death, disability, and the integration of earnings into portfolio management.
- Strategically use life insurance products in financial planning
- Help clients effectively manage risk
- Account for client emotions and behavior to help investors reach long-term goals
The Certified in Long-Term Care (CLTC) designation is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate.
Zach joined Cannataro Family Capital Partners as an Investment Operations Associate in May 2018, and has since risen through the ranks to become an Associate Wealth Management Advisor, and the Investment Operations Manager within the practice. Arriving with a breadth of experience working as a Financial Solutions Advisor at Merrill Lynch in 2017 and as a Portfolio Analyst intern for The Concord Advisory Group in Princeton, NJ the year prior, Zach has since accomplished quite a lot in his years with Cannataro Family Capital Partners: earning his Series 7 Investment License, Series 66 Investment License, his Life & Health Insurance License and he has obtained the designation for Certification in Long Term Care (CLTC®). Zach graduated magna cum laude from Rider University with a B.Sc. in Finance, and currently resides in Hoboken, NJ.
Frank joined Cannataro Family Capital Partners as our Financial Planning Analyst and he is responsible for maintaining client relationships and work flow throughout the team. Prior to working at CFCP, Frank spent five years working in the charity fundraising sector. Frank graduated from the University of Vermont with a degree in Business.
Amanda first joined Cannataro Family Capital Partners as a Wealth Management intern in 2018, and soon thereafter, she was hired full-time in 2019 as an Insurance Operations Specialist. Within her first 18 months of being on the team, she successfully passed the Life & Health Insurance License exam, the Securities Industry Essentials (SIE) exam, and the Series 7 Investment License exam, while setting her sights to achieve even more in the years ahead. She takes great pride in her efforts, particularly with seeing clients through to the goals at hand. Amanda graduated with a B.A. in Finance from the University of Scranton, and currently lives in Queens, NY.
Sergio joined Cannataro Family Capital Partners as our Investment Operations Associate in July 2021 and he is responsible for maintaining client relationships and investment operations. Sergio has earned his Series 7, Series 63, Series 66, and Series 24 licenses throughout his career. Sergio graduated from Kean University with a degree in Finance, and currently resides in Long Beach, NY.