Meet the Waypoint Team!
David M. Martin, CFP®
Email: David.Martin@Prudential.com
Phone: (315) 281-8022
Fax: (844) 228-8770
David is an experienced and knowledgeable financial advisor, ready to work with you to help ensure you and your family’s financial future. He has a degree in Business Administration from SUNY Institute of Technology in Utica, NY. As a financial advisor, David’s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment strategies as your goals and needs change. David will always listen to your concerns, share all information about potential investments, including benefits, risks, and taxes, and treat your financial goals with the same care and interest that he devotes to his own. David looks forward to being your trusted advisor and resource as you build a secure portfolio of investments. David is a Central New York native, who currently resides in Rome with his wife Jennifer and their three boys, Emerson, Oliver, and Arlo.
Joseph D. Mazzaferro, CFP®, MBA
Email: Joseph.Mazzaferro@Prudential.com
Phone: (315) 281-8848
Fax: (844) 378-4947
Joe is a financial advisor who works most closely with our clients to develop, implement and review financial goals based on their specific objectives. Joe started his career with Prudential as a Financial Advisor in 2012 where he developed a unique ability to connect with clients, assess their financial shortfalls and make proper recommendations. Prior to working in the financial services industry, Joe graduated from St. Bonaventure University with degrees in Bachelor of Business Administration and Master of Business Administration. He was born and raised in Rome, NY where he currently lives with his wife Holly, step-son Mason, and sons Wyatt, and Beau. Joe takes pride in working with the local community to help achieve their financial goals.
Join the Waypoint team!
At Waypoint Partners, we are looking for exceptional individuals who are willing to share our proven processes to help clients achieve their financial goals. If you are interested in joining the Waypoint Partners team, please contact us.