James Piangozza, CFA, CFP®Managing Director
Mr. James Piangozza is the Chief Investment Officer and Chief Operations Officer for Total Financial Advisors, LLC, and a Principal in the firm. He oversees our investment management process, including asset allocation policy and security analysis. He also oversees the construction of TFA's portfolio strategies, which reflect our best thinking on capital markets and portfolio construction. These strategies are often used as a reference point when investing our clients' assets.
Mr. Piangozza's tenure in financial services began in 1995, working with Tower Square Securities, Inc. (a Travelers and then a Citigroup subsidiary), and later PricewaterhouseCoopers. Mr. Piangozza holds the Master of Accounting (MAC) degree from the University of North Carolina at Chapel Hill, and earned his Bachelor of Arts degree from Duke University. He has been a CFA® charterholder since December, 2006, and a Certified Financial Planner™ since September, 2009. He is also licensed in New York State as a Life, Health and Annuity Agent. Mr Piangozza is also a member of Ed Slott's Elite IRA Adviser Group, which is a private IRA study group of professional financial advisors. *
Mr. Piangozza currently resides in Commack, New York.