Anthony Sorrentino RFC, CLTC

203-281-3336 ext. 103

Tony began his insurance career in 1974. He developed an independent insurance firm from 1977 to 1996 and since then he has helped to develop Retirement Planning Partners. Tony is experienced in Long Term Care Insurance and personal financial services. He is a successful industry speaker and holds a Registered Financial Consultant designation. Licensed in CA, CT, OH & RI

 

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Fred Cotton

203-281-3336 ext. 104

Fred is a graduate of The University of Connecticut and has been a successful business owner and financial professional for over 30 years.  Fred holds a Series 7 and Series 66 License.  He provides financial advice for people both in retirement and those looking forward to retirement.  Fred cares about making a difference in people's lives.  "My goal is to help people live comfortably in their retirement years." Licensed in CA, CT, NH, NY, RI, TX, & WA

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Fred Abbott CLU, CFP®

614-890-0400

Fred began his career with the Insurance industry in 1991. He is experienced in Financial Planning for small business owners, professionals, and high net worth individuals. Fred received an MBA in Finance from Ohio University and is a registered Certified Financial Planner.  Licensed in CA, CT, DC, FL, KY, NY, OH & TX

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Jeremy Bossio

Client Relations Manager
203-281-3336 ext. 110

Jeremy joined Retirement Planning Partners in 2017 as a Financial Services Representative and has found success in genuinely meeting the needs of his clients. With nearly a decade in customer service, he has learned to listen to his clients, which builds trust-based (long-term) relationships. Whether it's building a financial roadmap for a successful future or protecting what is most valuable in this uncertain world, his goal is to guide clients to achieve their maximum potential.

Jeremy enjoys the frustrating sport of golf and belongs to an organized volleyball team. He is a lifelong resident of New Haven County, CT.

Jeremy graduated from Western Connecticut University with a bachelor's degree in Business Management. 

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Burton Vitale

203-281-3336 ext. 105

Burton began his career with New York Life in the Southern Connecticut general office, located in Stratford Connecticut in 2002. Burton went on to achieve many Company awards to include Agent of the Year in 2006 (recognizes the top producing Agent).  With the many company awards Burton has earned, he has also been a Qualifying Member of the Million Dollar Round Table (MDRT). In 2007, he was promoted to the position of Partner.

In January of 2010, Burton left his position on the management team and returned to the field to open Jamestown Financial Services Group, LLC until joining Retirement Planning Partners in 2017.

Prior to joining the Financial Services Industry, Burton spent 33 years involved in a closely held family business.  In 1989 he became President and CEO of LBG Distributors Incorporated, located in Hamden Connecticut.  During those years LBG became known as the Premier Convenience Store Supplier here in Connecticut, as well as Massachusetts, New York and Rhode Island, until its sale in 1999. 

In 1991, he was commissioned as a Captain in the United States Marine Corps. Also, he actively provided humanitarian aid to ten local Marine Corps families whose fathers and sons were deployed to Iraq and Kuwait during the first Gulf War. 

Throughout those years Burton was also involved in many other outside activities which included being a Little League Baseball Official, Assistant High School Football Coach and a NCAA College Baseball Official. 

Burton and his wife Donna resided in Guilford Connecticut for 26 years until relocating to Wallingford Connecticut in August of 2003. They are parishioners of Saint Peter and Paul Catholic church in Wallingford.

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