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Pointing You Towards a Brighter Financial Future

Investments | Retirement | Estate | Tax | Insurance


Take the First Step

Helping Professionals Plan for the Future


We are a Financial Advisory firm based in Pittsford, NY that works to build wealth and minimize risk for individuals, educators and healthcare professionals in the Rochester area.

Specializing in Retirement and Investment Planning

From planning for retirement to planning for your short-term goals, we can help bring focus to your financial life.

Get to Know Us

Meet The Team

Welcome to SixPoint Financial Partners

David M. Pulcini Jr., RICP®, CFP® Photo David M. Pulcini Jr., RICP®, CFP® Hover Photo

David M. Pulcini Jr., RICP®, CFP®

Managing Partner
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David M. Pulcini Jr., RICP®, CFP®

Managing Partner


dpulcini@sixpointfp.com
P: 585.485.0947


I enjoy meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions. I use my experience in investment management, tax planning and insurance to help clients protect what they have and grow what they need. I have developed our proprietary “Think About It” process that we take our prospective clients through, I am a co-chair of our internal investment committee and most of all, I love working with the clients that I have. I take my role as an advisor very seriously, but I really want to enjoy the process as much as possible. 

Education

  • In 2012, I completed the advanced learning curriculum on Asset Allocation and Wealth Management Strategies hosted by the Wharton School of Business.
  • I am a 2003 graduate of Hilbert College– Buffalo, NY and hold Bachelor of Science degrees in Business Administration and Finance.
  • I am a 1999 graduate of Palmyra-Macedon HS – Rochester, NY.

Designations

  • I hold Series 7, 66 and NYS Life, Health & Disability Insurance Licenses.
  • In 2017, I obtained the RICP® (Retirement Income Certified Planner) designation from the American College.
  • CERTIFIED FINANCIAL PLANNER™

Out Of The Office

Outside of work, you can find me spending time at home with my wife, Allison, daughter, Anamaria, and son, Adrian. We enjoy being active, and you can usually find me outside in the summer or learning to ski in the winter. However, we do take breaks to watch the Buffalo Bills play. I really enjoy sports, competition and fitness. I am constantly reading about business and trying to be a great father and husband. I am an early riser in the morning and love making my wife coffee.  

John Harms, RICP® Photo John Harms, RICP® Hover Photo

John Harms, RICP®

Partner
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John Harms, RICP®

Partner


jharms@sixpointfp.com
P: 585.485.0948

I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, I shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.

I truly enjoy working with my clients in helping to ease their financial concerns so that they can focus on what’s most important to them in life. I am approachable and pay close attention to detail in developing solutions to provide professional service my clients can depend on. 

Education

  • I am a 2004 graduate of the Krannert School of Management at Purdue University – West Lafayette, IN where I earned a Bachelor of Science degree in Management with a minor in Finance.
  • In 2015, I obtained the RICP® (Retirement Income Certified Professional) designation from the American College.

Designations

  • I am currently enrolled in the CFP® (CERTIFIED FINANCIAL PLANNER™) Curriculum at the American College.
  • I hold Series 7, 65, 66 and NYS Life, Health & Disability Insurance Licenses.

Out Of The Office

I reside in Webster, NY with my wife, Shelly, and our children – Jack, Nick and Tessa. I am a die-hard fan of the Chicago Bears, Chicago Cubs, Chicago Bulls and, more recently, any Penfield Little League Team with one of my kids on the roster. When not working or taking in a sporting event, I enjoy playing golf and reading.

Marshal Scheidt Photo Marshal Scheidt Hover Photo

Marshal Scheidt

Partner
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Marshal Scheidt

Partner


mscheidt@sixpointfp.com
P: 585.498.1190

I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. My business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.

To hear an excerpt from a podcast I was recently on, listen here:

To schedule a time to talk, click here.

Education

  • In 2015, I graduated from SUNY Brockport where I earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.
  • I am a 2012 graduate of Webster Schroeder High School.

Designations

  • I hold Series 6, 7, 63, 65, and NYS Life and Accident/Health Insurance Licenses.

Out Of The Office

I live in Rochester, NY with my fiancée, Chelsea. We love exploring our area, visiting new places, and trying different restaurants and breweries. I spend my free time playing hockey, trying to golf and cheering for the Buffalo Bills and Sabres. I am also an active participant in my community through various fundraising efforts. In 2015, I established an annual hockey game now known as "Webster Beats Brain Tumors" to raise money and awareness for the Brain Tumor Care Fund at the University of Rochester Medical Center.

Alex Neri, RICP®, CFP® Photo Alex Neri, RICP®, CFP® Hover Photo

Alex Neri, RICP®, CFP®

Partner
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Alex Neri, RICP®, CFP®

Partner


aneri@sixpointfp.com
P: 585.598.6048

I am dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in working with individuals and families as I work to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.

Education

  • I am a 2014 graduate of Mercyhurst University-Erie, PA where I earned a bachelor’s degree in Finance.
  • I am a 2010 graduate of Webster Schroeder High School.

Designations

  • I hold Series 6, 7, 63, 65 and NYS Life, Health & Disability Insurance Licenses.
  • In 2017, I obtained the RICP® (Retirement Income Certified Planner) designation from the American College.  
  • In 2019, I obtained the CFP®  (CERTIFIED FINANCIAL PLANNER™) designation

Out Of The Office

I live in Irondequoit, NY with my wife, Angie, and our dog, Charlie. Angie and I both enjoy trying new restaurants and would love to hear your suggestions of new places to try! When not in the office, I spend time doing various home improvement projects and rooting for the Buffalo Bills and Sabres. I also spend time playing golf, hockey and euchre with friends and family. Some might say it sounds cliché, but the best part of my business is helping people get their finances into a better situation and giving them the peace of mind that comes from being in good hands.

To schedule an introductory phone call with me, click here.

Joe Prestigiacomo, CFP® Photo Joe Prestigiacomo, CFP® Hover Photo

Joe Prestigiacomo, CFP®

Partner
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Joe Prestigiacomo, CFP®

Partner


jprestigiacomo@sixpointfp.com
P: 585.498.1191

I began my career in the financial services industry in 2012, and today I provide comprehensive financial guidance to my clients. I focus on developing retirement income strategies as well as personalized risk management assessments and solutions.

Along with my knowledge and experience, my commitment to an outstanding level of client service is an integral part of my practice that I pride myself on. By developing a deep understanding of my clients’ individual situations, I am able to help them make well informed financial decisions with confidence.

Education

  • In 2011, I graduated from St. John Fisher College – Rochester, NY where I earned a Bachelor of Science degree in Finance.
  • I am a 2008 Graduate of Greece Athena High School – Rochester, NY.

Designations

  • I hold Series 7, 24, 66 and NYS Life, Health & Disability Insurance Licenses.
  • CERTIFIED FINANCIAL PLANNER™

Out Of The Office

Outside of the office, I serve as the president of The Greece Education Foundation, a local nonprofit that provides grant funding for educational programs that cannot be supported through public funding for Greece Central classrooms. I am also an avid Buffalo Bills fan and like to spend my free time fishing. 

Christopher Cortina  Photo Christopher Cortina  Hover Photo

Christopher Cortina

Partner
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Christopher Cortina

Partner


ccortina@sixpointfp.com
P: 585.485.0949

I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis.

Day-to-day, I am focused on providing internal and external stakeholders with timely and transparent information and facilitating the often logistically complex implementation of our clients’ plans. Aside from handling operational duties, I also have a hand in developing and providing proactive communications to our clients as well as planning and executing many of our client and team events. 

Education

  • In 2006, I graduated from St. John Fisher College – Rochester, NY where I earned a bachelor’s degree in Economics with a concentration in Finance.
  • I am a 2002 graduate of Binghamton HS – Binghamton, NY.

Designations

  • I hold a Series 7, 66 and NYS Life, Health & Disability Insurance Licenses.

Out Of The Office

I live in Fairport with my wife Shelly and my two daughters, Everly and Josephine. Outside of work, I stay busy playing hockey, riding bikes and spending as much time as possible on Cayuga lake during the summers.

Evan Mulvehill Photo Evan Mulvehill Hover Photo

Evan Mulvehill

Financial Consultant
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Evan Mulvehill

Financial Consultant


I am committed to truly getting to know my clients and their goals and utilizing our financial tools to take feasible steps to reach those goals. I enjoy analyzing funds and helping clients select the best mix of assets to maximize portfolio efficiency and reach their financial goals. I take pride in my holistic view of financial planning and in educating myself in all areas, so I am able to best prepare clients for the best, and worst, of times ahead.

Education

  • I am a 2015 graduate of Rochester Institute of Technology where I earned an MBA with a concentration in Finance.
  • I am a 2014 graduate of Rochester Institute of Technology where I earned a bachelor’s degree in Marketing with a minor in Economics.
  • I am a 2011 graduate of Webster Thomas High School.

Designations

  • I hold Series 7, Series 66, and NYS Life, Health & Disability Insurance Licenses.

Out Of The Office

I live on Park Ave in Rochester, NY with my cat Luffy (Loo-fee).  I enjoy hanging with friends on my porch and outdoor brunch in the Summer months as well as trying out bars and restaurants throughout the city. I have an active lifestyle that includes running the parks of Rochester, playing soccer, volleyball, and much more. When Winter rolls around I snowboard on the slopes of Bristol. I am also a lover of horror/psychological thriller movies and gaming.

 

Nate Hasto Photo Nate Hasto Hover Photo

Nate Hasto

Investment Advisor Representative
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Nate Hasto

investment advisor representative


How can we get so far in life without ever really learning how to “win” with money? This was the question I found myself asking after completing a college degree, as well as throughout my tenure supporting the financial industry early in my career. Having never been one to let big questions remain unanswered, I decided to devote time to learning and teaching the fundamentals of personal finance to others.

After years of sharing new learnings in personal finance outside of my corporate work schedule, I discovered that continuing to learn and teach financial strategies was more than something I simply enjoyed - it was my true passion and vocation. There is nothing more rewarding than spending time helping my clients feel heard and empowered to face their greatest financial and planning questions with confidence.

Out Of The Office

As a Rochester native, I enjoy visiting all the beautiful parks and natural wonders that New York has to offer and also love exploring other parts of the country, meeting new people and creating new adventures. I am a die-hard Buffalo Bills fan and love getting out to games in person or cheering them on locally with friends and family. My favorite hobby is playing the guitar. I love music of all kinds, and enjoy playing in my free time; especially with my family at routine gatherings.

Education

  • In 2014, I graduated from SUNY Brockport where I earned a Bachelor of Science in Marketing
  • I am a 2010 graduate of Spencerport High School.

Designations

  • I hold my Series 6, 7, 63, 26, 65, NYS Life and Accident/Health Insurance Licenses.


 

At SixPoint Financial, we live up to our name by bringing a multifaceted, comprehensive approach to personal finance. Why? So we can put you on the path towards a successful financial future.


The Six Points of Our Comprehensive Financial Planning Includes


Investment Management

Retirement Income Planning

Estate Planning

Custom Goal Creation

Tax Planning

Insurance Planning

Our Promise to You


We actively work in your best interest and provide transparent advice that you can trust. This is our fiduciary promise to you.

We Will:

  • Always put our clients’ best interests first.
  • Act with the skill, care, diligence and good judgement of a professional.
  • Not mislead clients and provide full and fair disclosure of all important facts.
  • Avoid conflicts of interest.
  • Fully disclose and fairly manage any unavoidable conflicts.


Whether you’re planning for retirement, interested in discussing tax management or ready to craft a custom financial plan, we're here to help.


Ready To Take the First Step?


Schedule a Complimentary Consultation Today

Who We Serve

Here To Help You Answer Life’s Big Questions


We understand your financial needs are as unique as you are.

That’s why we take an in-depth look into your retirement savings, investments, estate and much more to create a strategic, customized financial plan designed to meet the needs of your family’s life today, tomorrow and for years to come.


We work with:




Ready to Get Started?


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Our Six-Point Process

Guiding Your Financial Journey Through Our Own Core Values


Our direction is clear: help you identify your financial goals and develop the plan needed to get you there.

We believe in providing professional service with honesty and integrity through constant learning and improvement. Adhering to these core values enables us to deliver clarity and address your personal economy through tailored, appropriate solutions.

Here’s How
We Do It:

Step 1: Are We a Good Fit?
Step 2: Getting Organized
Step 3: Behind the Scenes Expertise
Step 4: Idea Meeting
Step 5: Think About It
Step 6: Action Meeting

Ready to Get Started?


Take the First Step

Let’s Talk About Your Financial Goals

Financial Planning & Investment Management

Providing Comprehensive Financial Insight


Our experienced financial team of advisors and CERTIFIED FINANCIAL PLANNER™ professionals are ready to work with those dedicated to making their personal finances a priority. Contact us today by filling out the form or give us a call to begin the conversation.

Contact

P: 585-641-7900
F: 585-348-9700


New York Office

55 Sully's Trail, Suite F
Pittsford, NY 14534

Florida Office 

4400 Marsh Landing Blvd., Suite 101
Ponte Verda Beach, FL 32802

For Current Clients

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