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About Us

We are Prism Planning and Solutions Group. As a diverse group of advisors we pride ourselves on understanding the critical importance of your hopes, fears, and complex circumstances.

 

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Our Commitment to you

We will:

Be allies celebrating you and your life choices

Cheer you on in the pursuit of your dreams and passions

Toast to your unique path, be it what you do, where you live, or who you love

Simplify your financial intricacies in a safe and supportive environment

 

We fulfill this commitment through our values:

Understanding

Trust

Compassion

Transparency

Meet the team

Julia Peloso-Barnes - FOUNDER/CEO - SR. WEALTH MANAGER

Julia started her financial planning career more than 30 years ago.  Along the way she earned her MBA from NYU and is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional.  Julia’s passion has always been helping her clients seek empowerment through collaborative problem solving.

Julia excels at understanding her clients’ needs and focusing her efforts on developing solutions tailored to meeting those needs.  Her approach is solution based, not product focused.

 

With a “planner first” attitude, she leads Prism with an organic, compassionate and transparent focus.

FUN FACTS:

- Julia's dad was an official guest at Cape Kennedy for the Apollo moon launch

- Julia and Patty enjoy weekend trips built around Melissa Etheridge concerts

 

Brianna Skorvanek - FINANCIAL PLANNING ANALYST

After graduating from the University of Connecticut, Brianna's first job was as a personal physical trainer. She attributes her success in the financial field to the values she learned during her first career - wellness is of course physical but it is also mental.

Recognizing this understanding of people's behaviors and patterns, she realized that the most influential way she could help people achieve wellness is through financial freedom.

FUN FACTS:

- She is a twin!

- Every week she has Sunday dinner with her big Italian family

Naoka Russo - CURATOR OF THE PRISM PROMISE

Child actor turned financial planner! Naoka grew up in Westchester where she met the love of her life when she was 15 years old.

After working with Julia for 20 years, she shares the same values of being able to connect with her clients in order to provide the services and solutions best for them and their lives.

FUN FACTS:

- Loves being creative

- She and her sister had their daughters 10 minutes apart!

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Why we chose the name Prism Planning and Solutions Group

When starting on this journey, Julia knew the name she chose for the business was critical in creating the client experience.

She chose Prism Planning and Solutions Group because a prism takes in white light and breaks it out into many beautiful colors, showing the texture and complexity of each color as it comes out the other side.

We ARE that prism

Our process IS that prism

We break that light down into its components to see every nuance - and if there is a missing color, our team will work with you to find the solution and complete your light spectrum.

 

Why we do what we do

Why we do what we do is simple! People need someone they can trust and who will truly focus on helping them slice through the noise of everyday life.

They need someone who cares about their unique lives and helps them make informed decisions while understanding the trade-offs of their choices.

In other words, we do what we do to make a positive difference in people's lives.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Phone: (914)-831-0660

Fax: (914)-831-0714

Email: info@PPSgrp.com

 

Address: 777 Westchester Ave

Suite 101

White Plains, NY 10605