About Heritage Wealth Advisors

Education & empowerment are the heart of our practice.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking to protect your future, our Financial Advisors promise to offer you a new level of attention, insight, and guidance.

We take the time to understand your needs, explain different options, and earn your trust before offering possible solutions.

Your financial situation will continue to evolve throughout your life. Knowing you have an advisory team supporting your goals and vision can make all the difference on your path to financial freedom.

“Our team believes education is the foundation for decision-making. We’re invested in building knowledge to overcome the anxiety people often feel when planning for their future.”

Christopher E. DiStefano

Our Philosophy

They say hindsight is 20/20. Our experience is that when clients look back, they appreciate the times when they were proactive, rather than reactive to life situations.

We know that planning for your financial future may seem overwhelming at times. Our philosophy is founded on education, helping you become an active participant in every financial decision you make.

We believe that every financial decision is an important one. By providing impartial and objective advice, we aim to help you take greater control of your financial future.

We strive to provide an exceptional client experience that educates and builds confidence in the specific plan we have created together.

Meet our Team

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Christopher E. DiStefano

CFP®, CLTC
Certified Financial Planner
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Paul J. Mariano

ChFC®, MSFS, CLU®, CFBS
Financial Planner
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Jason Castaldi

CFP®
Certified Financial Planner
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Jack Yvon

CLU®, MBA
Financial Advisor
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Mack Cianciolo

Financial Advisor
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Evan Centopani

Financial Advisor
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Lou Giangrande

Financial Advisor
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Dan Zuccarini*

Financial Professional
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Paula Scherpa

Financial Services Professional
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Brittanie Wilk

Financial Services Professional
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Maximo Trama

Director of Client Operations
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Karina Bustamante

Client Operations Manager
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John Centopani

Client Relationship Executive
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Angela Belieu

Executive Coordinator

*Dan Zuccarini is an insurance agent of MassMutual offering insurance services.