We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Designations:
Chartered Financial Consultant, Certified Wealth Preservation Planner
Business Experience:
April, 2004 to Present
Managing Principal- FRCT Wealth Management Group- Fauci Rubano Capaldo Tobacco LLC
August, 1994 to April, 2004
Platinum Financial Advisor-Branch Manager NY Metro Market Group- American Express Financial Advisors Inc.
1988 to 1994
Commodities Trader- Member of Coffee, Sugar & Cocoa Exchange
1983 to 1994
Co-Founder and Operator La Fontana Restaurant, Staten Island, NY. Still owned and operated by the Fauci Family.
Personal:
Married, Wife, Mary Ann, Three children, Alexis, Anthony, and Faith.
Son, Sergeant Anthony Fauci, is presently serving our country as a platoon leader in the mountains of Afghanistan. Daughter, Alexis, is a third grade teacher on Staten Island. Daughter, Faith, is 8 years old.
Designations
Certified Financial Planner™, Certified Wealth Preservation Planner Certified Fund Specialist
Business Experience
April, 2004 to Present
Managing Partner- FRCT Wealth Management Group- Fauci Rubano Capaldo Tobacco LLC
September, 2006 to Present
Adjunct Professor at Wagner College- Teach Certified Financial Planner Program
November, 1994 to April 2004
Senior Financial Advisor – Advanced Advisor Group-Training Manager- American Express Financial Advisors, Inc
Personal
Married to Lori, daughter Cameron and son Michael
Education
Bachelor of Science in Accounting, 1994 Wagner College, Staten Island, NY
Designations
Certified Fund Specialist Certified Wealth Preservation Planner
Business Experience
April, 2004 to Present
Managing Partner- FRCT Wealth Management Group- Fauci Rubano Capaldo Tobacco LLC
August, 1994 to April, 2004
Financial Advisor – Advanced Advisor Group-Training Manager- American Express Financial Advisors, Inc.
Education
Bachelor of Arts in Economics, 1990 The State University of New York at Albany
Personal
Married, Wife, Jackie. Four boys, Dominic, Damon, Dylan and Dustin.
Designations
Certified Financial Planner™, Certified Wealth Preservation Planner
Business Experience
April, 2004 to Present
Managing Partner- FRCT Wealth Management Group- Fauci Rubano Capaldo Tobacco LLC
November, 1989 to April, 2004
Senior Financial Advisor – Advanced Advisor Group-Training Manager- American Express Financial Advisors, Inc.
Community Service
Kiwanis Club of South Shore, Staten Island, NY- Member and Distinguished Past President
Meals on Wheels of Staten Island, Inc. Staten Island, NY- Member of the Board of Directors
Kids Against Cancer Inc. Staten Island, NY- Secretary of the Board of Directors
St. Patrick’s Parish Staten Island, NY- Lector
Personal
Married, Wife, Joanne. Three children, Christopher, Nicholas and Arianna.
Business Experience
April, 2004 to present
Operations Manager- FRCT Wealth Management Group- Fauci Rubano Capaldo Tobacco LLC
September, 2001 to April 2004
Office Administrator- American Express Financial Advisors
April 1998 to September 2000
Client Service Coordinator- Weiss Peck and Greer
January, 1981 to June, 1995
Assistant Vice President- Kidder Peabody and Company
Personal
Daughter Lauren
A Certified Financial PlannerTM and Certified Public Accountant, Fred has over 30 years experience and primarily focuses on providing wealth management services to both businesses and individuals. Fred holds a BBA and MBA with honors in accounting from Pace University along with several securities and insurance licenses.
Fred was a former chairman of the board of the Staten Island Chamber of Commerce, and former president of the Staten Island Chapter of the New York State Society of CPA’s and is a recipient of their distinguished service and public service awards.
Jeff has over 30 years experience and specializes in providing tax, financial and consulting services to business owners. He holds both general securities and investment advisor representative licenses.
A Certified Public Accountant, Jeff was awarded a BBA in accounting from St. John’s University and is a past president of the Staten Island Chapter of the New York State Society of CPA’s.
Jim is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and a Certified Federal Benefit Advisor who specializes in retirement planning and distribution strategies. He is a frequent presenter at retirement planning, and government employee benefit seminars. Jim holds a BBA in accounting from St. Johns University and was a staff accountant for four years with Potter & LaMarca LLP. He holds general securities and investment advisor representative licenses.
In addition, Jim is a former Deputy Inspector with the New York City Police Department with over 25 years of management experience.