COMPREHENSIVE FINANCIAL - Key Persons
Job Titles:
- Employee Benefit Specialist / My Benefit Advisor
Job Titles:
- Director of Financial Services
Corinne Bernath joined Comprehensive Financial in March of 2013. Corinne is currently the Office Manager of the firm as well as the Director of Financial Services. The Center Moriches resident has held previous positions in the Financial Services Industry including Registered Representative/Investment Advisor Representative at MetLife Securities in Hauppauge and as Director of Operations at Ameriprise Financial in Melville. Corinne is a Registered Representative of The Investment Center, Inc. and also holds her NYS Life, Accident, Health and Variable Life/ Variable Annuity Licenses.
Donald Blumberg joined Comprehensive Financial in 2019 as an intern, becoming a full-time financial advisor in 2020. He graduated from Geneseo State University in 2020 with a BS in accounting and finance. Donald is a registered representative of The Investment Center, Inc. He also holds his NYS Life, Accident, Health and Variable Life/ Variable Annuity Licenses. He obtained his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2022.
Job Titles:
- CFO, Certified Life & Spiritual Coach
Ellen Lozinski joined Comprehensive Financial in 1996. Ellen graduated from Dowling College in 1990 with a BA in Economics. She entered the banking industry with Citibank through their branch associate program that was launched in 1990. She became an Assistant Vice President of Citibank and helped launch the Citigold Private Client platform into the branches on Long Island before she joined the firm. She currently works as the CFO of Comprehensive Financial handling all of the firm financials and human resources. She currently holds a NYS Life and Health License.
Job Titles:
- Employee Benefit Specialist / My Benefit Advisor
Job Titles:
- Employee Benefit Specialist / My Benefit Advisor
Job Titles:
- Employee Benefit Specialist / My Benefit Advisor
Job Titles:
- Consultant
- Marketing Coordinator
Sophia Lozinski joined Comprehensive Financial in the fall of 2021. She graduated from The State University of New York at Geneseo in spring of 2021 with a bachelor's of science in business administration. At her university, she was a founding member of SUNY Geneseo's American Marketing Association chapter and was a senior analyst in the student managed investment fund club. She currently works as the Marketing Coordinator at Comprehensive Financial where she develops, coordinates, and executes the firm's marketing campaigns.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Stanley Lozinski is a CERTIFIED FINANCIAL PLANNER (CFP®), Registered Fiduciary™ (RF™), with over 33 years of experience helping people plan for their financial future. As the founding principal of his firm, Comprehensive Financial, he has always maintained his independence from the large brokerage firms, insurance companies and banks, providing clients with unbiased advice and recommendations that are based on their needs, not products or quotas. Comprehensive Financial maintains offices in East Islip, Melville, and NYC to service the needs of their clients throughout the tri-state area. So whether your needs are personal or business related, let our team of planning professionals help maximize your benefits and chart your financial future in an informed, well conceived planning process. Stan received his CFP® designation in 1996, and RF in 2015. Stan is a registered representative of The Investment Center, Inc., Property and Casualty, Life and Health Insurance licenses.
Job Titles:
- Employee Benefit Specialist / My Benefit Advisor