ROBERT ANDREW MORO, CHFC®, CLU®, AEP® - CA INSURANCE LICENSE NUMBER# 0H95305
Email Robert: rmoro@pinnaclestrategiesinc.com
Robert is the President of Pinnacle Strategies, Inc. and a native of Long Island. He joined the New York Life Insurance Company in 1983. Shortly thereafter he formed his first firm (Kristin Financial Group). Here he enjoyed a steady growth of knowledge and clientele before becoming Pinnacle Strategies, Inc., to better align the firm's focus of assisting affluent clients to conserve their wealth through effective financial and estate planning and wealth management.
In 1994, Robert found time for other interests and became a principle co-founder of LI Net, Inc., and served as the company's Vice President and Chief Financial Officer. While he maintained his financial practice, he gained a wealth of knowledge taking LI Net from a start-up company to Long Island's largest Internet provider with 26 employees. While in the process of taking LI Net public, the company was sold to a public company in 1998.
Robert holds the designations of Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and an AEP® designation from the American College, Bryn Mawr, Pennsylvania. An AEP® is a person who has earned a graduate level specialization in estate planning, in addition to already recognized professional credentials within the various disciplines of estate planning.
Robert is a member of the Society of Financial Professionals, the Financial Planning Association, the National Association of Insurance and Financial Advisors and a member agent of The Nautilus Group®, a service of New York Life Insurance Company. He is a registered representative for*NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency, an investment advisory representative with Eagle Strategies LLC (a registered investment adviser) , and holds a New York State license in life insurance. He is a Qualifying and Life Member of the *Million Dollar Round Table.
Robert is involved in many civic activities, Past President of the Estate Planning Council of Nassau County, former Treasurer and Board Member of the FDNY Firefighter John F. McNamara Foundation, and a former Chairman of the Long Island Chapter Golf Outing Committee for the American Heart Association.
PAUL SCIACCA, LUTCF, CHFC® - CA INSURANCE# 0M38771
Email Paul: psciacca@pinnaclestrategiesinc.com
Paul has worked in the financial services industry since 1993, having joined Pinnacle Strategies following 11 years working on Wall Street as an institutional equity sales trader. He is a member of NAIFA, an industry association comprising over 200,000 agents and their associates and promoting a positive professional and legislative environment. He is a registered representative through NYLIFE Securities LLC, holding the Series 7, Series 63 & Series 65 licenses and an investment advisory representative with *Eagle Strategies LLC (a registered investment adviser).
As Pinnacle Strategies’ practice grew, it became apparent help was needed. Paul joined Pinnacle Strategies with the goal of helping in that effort. Additionally, he has brought his own clients with more advanced needs to Pinnacle’s Asset Protection and Estate Planning platform
Paul is married with triplet boys. He enjoys golf, reading and fishing in his spare time.
CHRISTOPHER PIA, LUTCF, CLTC - CA INSURANCE LICENSE# 0H06387
Email Christopher: cpia@pinnaclestrategiesinc.com
Christopher began his career as an agent with New York Life in June 2009. Starting with the company as a college intern, Christopher has been building his practice by working with family-held businesses, successful young professionals and physicians. He is currently working on advanced designations while being a strong and active supporter of NAIFA, both on a local and national level. He is a registered representative through *NYLIFE Securities LLC, holding the Series 6 and Series 63 Licenses.
Christopher joined Pinnacle Strategies, Inc. in 2013 to better serve his current clients’ concerns relating to their Estate Planning, Business Succession Planning and Asset Protection Strategies, while at the same time assisting in Pinnacle’s growing practice.
Christopher resides in Connecticut. He enjoys remaining active by playing golf, kayaking and cycling.
Christopher was honored as part of the Fairfield County Business Journal's 2014 series, "40 Under 40", which highlights local professionals that have accomplished many feats before they turn 40 years old.
SARA ASHMAWY, CFP - CA INSURANCE LICENSE# 04069127
Email Sara: sara@pinnaclestrategiesinc.com
Sara Ashmawy has worked in the financial services industry for nine years. Sara started at New York Life Insurance Company in 2015 and has maintained Executive Council (2015-2024) status for all her years there. Her desire to enter the wealth management field led to her affiliation with New York Life’s investment management subsidiary, Eagle Strategies LLC in 2017. She holds her Series 7 and Series 66 FINRA licenses and works closely with her clients on holistic financial planning. To further her education in the industry, Sara enrolled in six rigorous CFP® Board-approved courses through Northwestern University in 2017. She passed the CFP® Board exam March of 2019 and is now a **CERTIFIED FINANCIAL PLANNER™; professional.
Sara joined Pinnacle Strategies, Inc. in 2019 to assist her current clients’ concerns relating to their Estate Planning, Business Succession Planning and Asset Protection Strategies, while at the same time assisting in Pinnacle’s growing practice and focus on working with the adult children of Pinnacle’s clients.
Sara grew up in Smithtown, NY and now lives in Williamsburg, Brooklyn. In her spare she enjoys reading, running and cooking.
JACQUELINE STRAIT
Email Jacqueline: jastrait@pinnaclestrategiesinc.com
Jacqueline Strait has worked in the insurance industry in different capacities for over 25 years.
She began assisting Life and Health agents with appointment scheduling and maintaining their client files and also worked as a personal assistant to Financial Planners and Wealth Managers.
In 2013 she joined New York Life and she is also a registered representative through *NYLIFE Securities, LLC.
Jackie joined Pinnacle Strategies in 2017 to be an additional point of contact to clients and to help service their needs as the practice continues to grow.
Jackie has one son and enjoys gardening and interior decorating in her spare time.