Through our expertise and thoughtful guidance, we build values-driven relationships that empower clients, offering a peace of mind and financial security, while allowing them to focus on what matters most in their lives.
We listen, simplify, and implement strategies designed with care for each client’s specific needs.
We provide confidence and clarity for clients, using an integrated approach to financial planning.
Excellence is at the heart of all we do. We care deeply and work with purpose to ensure our clients and their families achieve lifelong financial security.
The Pioneer Financial Journey
Established in 2003 in Midtown Manhattan, NY, Pioneer Financial was founded by four visionary leaders: Kevin Luchetta, Stephen Schwartz, Paul Tortorella, and Jim DiNardo.
These individuals shared a deep-rooted work ethic and a passion for helping others. Each was carving a successful path in financial planning, recognized for their leadership and expertise. With a focus on insurance planning through industry giant Northwestern Mutual, they quickly realized that something was missing. Clients needed a unified approach to manage insurance, investments, accounting, legal advice, and company benefits. There was a clear need for a holistic financial planning service that could tie everything together seamlessly.
Leveraging their combined experience, Kevin, Stephen, Paul, and Jim aligned their goals and vision and Pioneer Financial was officially born. Since its founding, Pioneer Financial has prioritized education, innovation, and hard work. This commitment ensures that we continue to deliver best-in-class financial planning services.
Pioneer Financial has thrived, growing to include a second generation of financial planning professionals. This ensures not only the enduring legacy of Pioneer Financial but also the commitment that clients and their families will always have access to top-tier financial guidance and support.
Join us on this journey and let Pioneer Financial be the partner that helps you achieve and secure your financial future.
We are nationally recognized
The Financial Times as recognized Pioneer Financial as one of the top advisors in the country. Additionally, Kevin Luchetta has been named a Forbes Best-In-State Top Financial Security Professional, a Best-In-State Wealth Advisor and a Top 100 Financial Security Professional. Alex Klein has also been recognized by Forbes as a Best-in-State Top Financial Security Professional.
Forbes "Best-in-State Wealth Advisors" list (April2024), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Top Financial Security Professionals Best in State list (July 2022,2023,2024), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (July 2023), based upon data as of 12/31/2022. Research and rankings developed by SHOOK Research, LLC. Forbes Best-In-State Wealth Management Teams (Jan 2024), Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23. The financial times “Top Financial Advisers” list (April 2020, March 2018), produced annually by ignites research, on behalf of the Financial Times. Data as of June 30th of the preceding year. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.