"I have personally learned that no two clients are alike and that every client has different needs and goals."
Alfonzo joined Coastal Bridge Advisors in March 2018 as Portfolio Administrator. In this role, he is tasked with ensuring that all client portfolios and related requests are administered in an accurate and timely manner.
Prior to joining the firm, Alfonzo worked for 11 years at Clarfeld Advisors, a wealth management firm where he was Senior Investment Service Representative.
When asked about his approach to serving clients, Alfonzo says, “I have personally learned that no two clients are alike and that every client has different needs and goals. I’ve also learned that the key to maintaining our clients and keeping them happy is by having patience, clear communication and listening skills, knowledge, a willingness to learn, and the ability to stay calm no matter what the situation may be.
“With so much going on in our clients lives, we work hard at Coastal Bridge Advisors to make things easier for them, to ‘Uncomplicate It’ as we say. In my opinion, this means making things as simple and streamlined as possible. It means making the impossible possible with innovative thinking while still providing all necessary services and bringing across the great work ethic within our firm.”
Alfonzo graduated from Berkeley College where he earned a Financial Services Bachelor of Business Administration Degree (B.B.A.).
He lives in Danbury, Connecticut with his wife and young daughter. In his spare time, he loves spending time with his family, traveling, fishing, and playing softball and basketball.