Secure Document SharingSecure Document Sharing

<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> Our Team

Our Team

We are experienced professionals working as one team across multiple offices. Our mission is to help other professionals unclutter their financial affairs and get on with their lives and careers. We also have interests, community and personal experiences that contribute in great part to the whole that is SAGEbroadview.

LARRY ANNELLO, CPA/PFS, CFP®

Founding Partner & Wealth Manager
SHERI IANNETTA CUPO, CFP®

Founding Partner & Wealth Manager
J. DAVID PRINCIPE, CFP®

Partner & Wealth Manager
CHRISTOPHER J. ANNELLO, CFP®

Partner & Wealth Manager
KARINA SALÉS LINEHAN

Associate Adviser
DANNY LESTER

Associate Adviser
LYNN IANNETTA BAKER

Office Manager
SageBroadview Favicon

We’re a Fee-Only, wealth management firm providing ongoing, integrated financial planning, tax planning and portfolio management.

Get to know us more by following us on Instagram!