Our Firm

FINANCIAL PLANNER PETER PAUL OSTAPOW JOINS INNOVATIVE PLANNING SERVICES

Peter Paul Ostapow, one of Long Island’s experienced independent Certified Financial Planners recently announced that he would be joining Innovative Planning Services at the Financial Center in Woodbury, New York. Innovative Planning Services is a full-service financial services and leading General Agency for The Guardian Life Insurance Company of America. Mr. Ostapow has been providing comprehensive financial  services to individuals and businesses on Long Island since 1979.  

“Joining Innovative Planning Services is a tremendous opportunity for me to offer my clients enhanced services. This arrangement provides me with a strong support system and access to dozens of professionals who are able to assist me in meeting my clients ever-changing needs. Now I can bring them new ideas, advanced planning concepts, money management programs, the type of comprehensive financial services that they require. There are many synergies that are part of this move and I am excited and looking forward to working with Joe Tucciarone and his team at Innovative Planning Services,”    said Mr. Ostapow.     

While he will be joining the Innovative Planning Services, he also plans to maintain an office in the “Three Village” area of Suffolk County where he has been providing services for more than 16 years. In addition, he will be taking an active role with Innovative Planning Services affiliate the National Network of Accountants,  an organization developed to assist accounting firms in providing comprehensive financial services to their clients. “Mr. Ostapow brings a wealth of knowledge and stellar reputation to Innovative Planning Services. We are committed to harnessing the talents and potential of the professional who work as part of our team, thereby strengthening our ability to provide exceptional services to our clients. Peter Ostapow’s 24 years of experience and successful track record will have an immediate impact on our operation. We are pleased that he has chosen to join us,” said Joe Tucciarone, CFP, Co-Founder of Innovative Planning Services.

In addition to being a Certified Financial Planner (CFP), Mr. Ostapow holds Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) certifications and the Life Underwriter Training Council Fellow (LUTCF). He is a graduate of St. John’s University School of Business. He also holds a number of securities and insurance licenses allowing him to offer a wide array of financial services. Mr. Ostapow is a supporter of numerous not-for-profit organizations in Suffolk County’s “Three Village” area. He has held many leadership positions with community and business organizations, including a term as Vice President of the Thee Village Chamber of Commerce, a term as Vice President of the Three Village Historical Society and Founder and Charter President of the Three Village Kiwanis Club. Mr. Ostapow has also been recognized for his hard work and dedication to his community, including Newsday’s volunteer of the year in 1995 and Village Times Business of the Year in 1996. Since 1993, Innovative Planning Services has been assisting client’s design their personal and business financial needs and providing a broad range of financial services.