Chief Executive Officer

Raymond Menna, CFP®


  • Series 6, 7, 24, 63, 66
  • Variable Life Accident and Health
  • CFP® (Certified Financial Planner) designation


  • Bachelor of Science from Wagner College


  • Retirement Planning
  • Mutual funds
  • Annuities
  • 401(k)/403(b) Rollovers
  • College Planning
  • Life Insurance
  • IRA/Roth IRA Investments
  • Budget/Debt Consultations

Phone Number:

631-605-8400 ext 101


Focused on helping you

I graduated in 1989 from Wagner College where I earned a Bachelor of Science degree in Business Administration. I immediately entered the Investment world, where I have earned the Series 6, 7, 24, 63, and 66 as well as holding my Life Accident & Health License. Shortly thereafter I earned my designation as a Certified Financial Planner (CFP®), which allows me to be kept abreast of the necessary information which may pertain to my clients.

I have been married for over 31 years to my college sweetheart and we have 3 adult children, two of which work in the Finance Industry at Menna Wealth Planning Group Inc., and one who has completed studies to be a Secondary Math Teacher.

Through the decades, I have assisted clients to achieve their financial goals and dreams, which is one of the most rewarding aspects of my career. My career has spanned over 3 decades. Despite the fluctuations in the economy, having an open mind, a comprehensive understanding, and a planning intelligence allows me to help clients attain their goals.

Ready to get started?

Contact us today to meet with an advisor.