My Team
As a Wealth Management Advisor for Northwestern Mutual, Rob is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Rob doesn't do it alone. Here you will find a listing of the people who help make it happen.
Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
Craig Valentine, ChFC®, CRPC®
Craig holds a Certified Financial Planner (CFP) designation. He holds his Series 7, Series 66, Life and Health Licenses and is a registered representative of Northwestern Mutual Investment Services, LLC. He graduated from Columbia University with his B.A. in History. While at Columbia, Craig was a dual sport student-athlete who earned All-Ivy League distinction and is a proud member of the Columbia Alumni Association. Craig and his wife Janine enjoy spending time with friends and family, volunteering within their community, sport fishing, traveling and Columbia Athletics.
Craig's role is to assist as Rob's Associate Financial Advisor, reviewing financial plans and managing the Signature Investment Platform for clients. Feel free to reach out to Craig to review your investment accounts, as well as ask any insurance or investment questions.
Tiffany Monasterio
Tiffany is responsible for general client service support, facilitation of underwriting through the Home Office, as well as assisting Rob with the servicing of investment accounts. Tiffany joined Rob's team in 2015 with 16 years of experience in life insurance underwriting and investment account servicing, having previously held positions as a Registered Representative at American Portfolios Financial Services and at Gruntal & Co. on the Mutual Fund Desk.
Tiffany lives in Huntington with her husband and 3 children.
Joseph Cataldi Jr
Joe is a an Associate Financial Advisor who holds his bachelor’s degree in finance from The University of Rhode Island graduating Magna Cum Laude distinction. Joe holds his Series 6 and 63, Life Accident and Health licenses and has been with Northwestern Mutual for 4 years. He started his journey with the company in Providence, Rhode Island close to where he grew up and has since relocated to Long Island to be with his fiancé Jackie. In his spare time, Joe enjoys spending time with his friends and family, golfing, fishing, and snowboarding.
Joe’s role as an advisor is to help clients achieve financial security through risk management, asset accumulation, asset preservation and income distribution strategies. Joe delivers comprehensive financial plans to each client built around their personal, professional and financial goals. Joe also handles regular client reviews keeping them up to date with investment performance, rebalancing, insurance policy information, and valuable advice.