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Philip T. Purpura

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FINANCIAL CARE SPECIALIST

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CERTIFIED BUZZBENEFITS™ EXCHANGE SPECIALIST

Philip is an Independent wealth/life insurance advisor. He is continually living his core values of family first, fostering people relationships, and providing financial purposefulness to his clients.

Philip is an Independent wealth/life insurance advisor. He is continually living his core values of family first, fostering people relationships, and providing financial purposefulness to his clients.

A Fee-Based Independent Financial Advisor and Certified Financial Planner® professional for more than 30 years, Philip’s objective is to make a difference in the lives of the clients he touches. With experience in corporate, retail, financial, and retirement planning. He provides fee-based services and develops strategies derived from unique individual circumstances, risk tolerance, and goals. And he’s backed by the knowledge, affiliations, and accreditation of a seasoned financial veteran. A graduate of Adelphi University with a Bachelor of Science degree, Philip continued his studies to attain his CFP® professional designation as well as Series 24 Principal, Series 65 Registered Investment Advisor Representative.

He’s a past board member of Life Services of the Handicapped, Inc., Disabled and Alone, a non-profit organization that helps families provide a secure future for their loved ones with a disability. He also participated with the National Association of Learning Disabilities and has been a trusted advisor to high net worth clients and their families. In his leisure, Philip enjoys golfing, fishing, traveling, reading—and spending time with his wife Judy, two children, and three grandchildren.

Philip T. Purpura

516-652-8561

Bridge Wealth Strategies

68 S. Service Road
Melville, New York 11747
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