Broker Check

Team

 

Lisa M. Rossi CFP®

Managing Partner

914-437-7065

914-437-7068

lisa@symmetrywag.com

For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm,...

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Peter J. Rossi

Managing Partner

914-437-7065

914-437-7068

peter@symmetrywag.com

Peter launched his entrepreneurial spirit early in his career, having managed multiple businesses throughout the last 24 years. When he made the decision to accompany Lisa on the adventure of starting a financial services firm, he knew...

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Dawn Pisacreta

Client Services Manager

914-437-7065

914-437-7068

dawn@symmetrywag.com

Prior to this role, Dawn has spent her career in client service relations at large fortune 500 organizations delivering diversity, communication and customer service. Sales, marketing and promotions have always centered her career....

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Matt Cavalier

Client Relationship Manager

914-607-2279

914-437-7068

matt@symmetrywag.com

Throughout his career, Matt has serviced high-net-worth clients at Fortune 500 companies utilizing a holistic approach catered to their individual needs. He has advised clients and their families in areas such as investments, income...
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