Your Financial Future Starts Here
Michael Raspallo, CLU, ChFC®, AIF®
Business & Estate Planning Specialist
Mr.
Mr. Raspallo earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®). He holds FINRA Series 7 and 66 registrations through Securities America as well as Life, Accident
He is a member of the Estate Planning Council of Rhode Island and a past president of the Rhode Island Society of Financial Services Professionals. Michael is a member of the Warwick Rotary. His community work has always been related to mental health and substance abuse treatment and prevention. He is an active member of Thrive, Behavioral Health.
An avid golfer, Mr. Raspallo has made four holes-in-one in his lifetime. He also enjoys singing and has performed in The Providence Journal Newspaper Guild Follies several times.
Mr. Raspallo resides in Greenville, RI, with his wife Deb.
“My goal is to provide the tools and resources necessary for the financial health my clients desire for lifelong financial freedom. I founded Corner Office Financial, LLC and established a team of professionals specializing in an array of financial disciplines to provide our clients with a high level of service and strategy designed to help them pursue their financial vision and goals.”
Call Michael: (401) 262-2040
Michael Raspallo, CLU, ChFC®, AIF®
Business & Estate Planning Specialist
Mr.
Mr. Raspallo earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®). He holds FINRA Series 7 and 66 registrations through Securities America as well as Life, Accident and Health insurance licenses. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Connecticut
He is a member of the Estate Planning Council of Rhode Island and a past president of the Rhode Island Society of Financial Services Professionals. Michael is a member of the Warwick Rotary. His community work has always been related to mental health and substance abuse treatment and prevention. He is an active member of Thrive, Behavioral Health.
An avid golfer, Mr. Raspallo has made four holes-in-one in his lifetime. He also enjoys singing and has performed in The Providence Journal Newspaper Guild Follies several times.
Mr. Raspallo resides in Greenville, RI, with his wife Deb.
“My goal is to provide the tools and resources necessary for the financial health my clients desire for lifelong financial freedom. I founded Corner Office Financial, LLC and established a team of professionals specializing in an array of financial disciplines to provide our clients with a high level of service and strategy designed to help them pursue their financial vision and goals.”
Call Michael: (401) 262-2040
Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®
401 (k) Advisor
After receiving a Bachelor’s Degree from The University of Rhode Island, Mel Senesi entered the financial services arena and has been working in the industry ever since. Mel’s current practice is largely focused on retirement plans. He works with a diverse client base of closely held businesses and non-profit organizations. Mel founded New England Retirement Solutions® LLC to provide services to 401(k), and ERISA 403(b) plans. He works with plan sponsors to help design plans that address the needs of their employees and he implements procedures that assist the plan sponsors in managing the fiduciary responsibilities pertaining to these participants directed investment retirement programs.
Mel earned a Bachelor of Science in Industrial Engineering from the University of Rhode Island. Currently, he maintains the Professional Plan Consultant (PPC®), ACCREDITED INVESTMENT FIDUCIARY (AIF®), the Chartered Life (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP™) designations. He is an Investment Advisory Representative holding his FINRA Series 6, 22, and 63 registrations through Securities America, Inc. as well as being licensed for Life, Accident and Health Insurance. Mel also holds his Series 65 through The Patriot Financial Group. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Connecticut, Florida, New York, South Carolina
Mel has been awarded The David B. Lea, Jr. Award1 for Excellence in the Practice of Providing Financial Services by Brokers’ Service Marketing Group in Rhode Island. He has also been recognized by Nationwide Financial for differentiating performance and commitment related to his retirement plan practice.
Mel resides in Cranston, RI with his wife
“We at New England Retirement Solutions® LLC have a vested interest in our clients’ success with their retirement plans. As a member of the team at Corner Office Financial, LLC, our mission is to help employers provide a positive experience for their employees in their efforts toward preparing financially for retirement. At the same time, we help employers in understanding their fiduciary obligations as plan sponsors and assist them by implementing procedures for successful stewardship of these plans.”
1Award based on
Call Mel: (401) 262-2044
New England Retirement Solutions® LLC is a specialty practice of Corner Office Financial, LLC.
Jeremy P. Doran
Financial Advisor
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and their goals before designing and implementing a plan to help them pursue those goals.
He holds a Bachelor of Science in Mechanical Engineering with a minor in Psychology from UMass Amherst. He holds FINRA Series 7, and 66 registrations through Securities America, Inc. as well as Life, Accident and Health insurance licenses. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Texas and Virginia.
He is a member of Mensa and volunteers for the Multiple Sclerosis Society. In his free time, he enjoys triathlons, travel, and adventure (obstacle course) races.
Mr. Doran resides in Newport, RI.
“My goal is to make it easy for clients to implement effective financial plans so they can spend more time doing what is most important to them. By leveraging the power of all of the specialized professionals on our Corner Office Financial, LLC team, I can help proactively create, implement, and monitor a strategic plan for my clients.”
Call Mr. Doran: (401) 262-2048
Jeremy P. Doran
Financial Advisor
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and their goals before designing and implementing a plan to help them pursue those goals.
He holds a Bachelor of Science in Mechanical Engineering with a minor in Psychology from UMass Amherst. He holds FINRA Series 7, and 66 registrations through Securities America, Inc. as well as Life, Accident and Health insurance licenses. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Texas
He is a member of Mensa and volunteers for the Multiple Sclerosis Society. In his free time, he enjoys triathlons, travel, and adventure (obstacle course) races.
Mr. Doran resides in Newport, RI.
“My goal is to make it easy for clients to implement effective financial plans so they can spend more time doing what is most important to them. By leveraging the power of all of the specialized professionals on our Corner Office Financial, LLC team, I can help proactively create, implement, and monitor a strategic plan for my clients.”
Call Mr. Doran: (401) 262-2048
Sean M. Marchetti
Financial Advisor
Mr. Marchetti offers financial planning and wealth management guidance and specializes in dynamic investment processes. He utilizes equities, preferred stocks, bonds, Exchange-Traded Funds, mutual funds, annuities, and alternative investments. He assists clients in developing balanced investment portfolios to pursue their financial goals and earnings objectives.
A Providence College graduate with a Bachelor of Science degree in Economics, Mr. Marchetti holds FINRA Series 7, 9, 10, 31, 52, 63 and 65 registrations through Securities America as well as Life, Accident and Health insurance licenses.
He resides in Warwick, RI.
“I strive to provide clients with the guidance and advice they need, designed to pursue the financial goals and independence they desire. I am able to present them with innovative options derived from my experience and the collaborative knowledge of the team at Corner Office Financial, LLC.”
Call Mr. Marchetti: (401) 262-2052
Deb Senesi
Director of Administration
Deb Senesi attended St. Raphael Academy and Providence College. After working as the personnel manager for a manufacturing company for seven years, she was referred into a financial service business. She attained her license for the sale of life and disability insurance and fixed annuities. Although she has maintained these licenses over the years, her primary focus for the last 15 years has been to assist her husband, Mel Senesi, in the firm’s retirement plan practice.
Deb also handles internal practice administration, interacting with Mel and other advisors on the Corner Office Financial, LLC team. She provides essential ‘back office’ support essential in helping advisors service the clientele. Her many years of experience provides a clear insight into connecting clients with a member of the team best equipped to deal with a topic in question.
As a result of Deb’s congenial manner in client focused activities, over the years she has become a familiar face and voice to the clients of the firm.
Deb resides with her husband Mel in Cranston, RI. Her non- business interests include cooking, hiking, gardening and an occasional “vacation” round of golf with Mel and spending time with her grandchildren. She and Mel are the proud grandparents of three granddaughters.
Call Deb: (401) 262-2045
New England Retirement Solutions® LLC is a specialty practice of Corner Office Financial, LLC.
Deb Senesi
Director of Administration
Deb Senesi attended St. Raphael Academy and Providence College. After working as the personnel manager for a manufacturing company for seven years, she was referred into a financial service business. She attained her license for the sale of life and disability insurance and fixed annuities. Although she has maintained these licenses over the years, her primary focus for the last 15 years has been to assist her husband, Mel Senesi, in the firm’s retirement plan practice.
Deb also handles internal practice administration, interacting with Mel and other advisors on the Corner Office Financial, LLC team. She provides essential ‘back office’ support essential in helping advisors service the clientele. Her many years of experience provides a clear insight into connecting clients with a member of the team best equipped to deal with a topic in question.
As a result of Deb’s congenial manner in client focused activities, over the years she has become a familiar face and voice to the clients of the firm.
Deb resides with her husband Mel in Cranston, RI. Her non- business interests include cooking, hiking, gardening and an occasional “vacation” round of golf with Mel and spending time with her grandchildren. She and Mel are the proud grandparents of three granddaughters.
Call Deb: (401) 262-2045
New England Retirement Solutions® LLC is a specialty practice of Corner Office Financial, LLC.