Confidential Planning Offering you over 30 years experience in the 403(b) market.

Our Advisors

There are hundreds of people behind the scenes assisting with our SmartChoice 403(b)™ Plan. Below are the dedicated specialists here at Confidential Planning ready to assist you with your plan. To learn more about each advisor or contact them directly click on the appropriate link below.

Robert F. Cuculich, MBA rcuculich@cpcfs.com
Gregg A. Kidd greggkidd@cpcfs.com
Eric D. Krouse erickrouse@cpcfs.com
Daniel P. Mody, CFP dpmody@cpcfs.com
Steven R. Pickard, AAMS stevenpickard@cpcfs.com
Daniel F. Raite danraite@cpcfs.com
Mark A. Stanczyk markstanczyk@cpcfs.com
Dario J. Vacco dariovacco@cpcfs.com