Broker Check


Welcome to our Career Site.

Who We Are And Why We May Be A Good Fit For You

Attitude Financial Advisors is a boutique financial services firm located on Long Island in Woodbury, NY. We are aligned with one of the largest broker-dealers in the country, Cambridge Investment Research, Inc. (Cambridge) an independent privately-controlled broker-dealer.

Operating as an independent financial firm enhances our capacity to provide solutions that are truly in the best interest of our clients, which may not always be the case for advisors affiliated with either an insurance carrier or perhaps a large financial institution. These types of organizations are generally more restrictive in their client offerings and often require the use of proprietary products or other forms of investments to meet firm objectives that may not be consistent with achieving client goals.

At Attitude Financial our focus is on providing holistic/comprehensive advice to clients, not selling products. We function under open architecture which provides more flexibility in choosing the most appropriate solution to meet our client’s unique needs.

This independent structure and financial planning focus together further helps us to deliver on our value proposition – to provide an exceptional service experience along with personalized financial advice so our clients live a better life today and into the future.

Career Opportunities:

We are currently looking to recruit financial professionals/advisors with established books of business, or considering viable succession plan options.   

If you’re interested in learning more about working with a team of experienced professionals/advisors contact me at