Meet Our Team

Paul M. Largo is the President of Dune Lakes Private Wealth Advisors, bringing over 28 years of experience. He is a Senior PIM Portfolio Manager and is recognized as part of the Forbes Best-in-State Wealth Management Team 2024, Paul has built his career on a deep commitment to his clients, helping them make informed financial decisions and watching their wealth grow to achieve their goals. His passion lies not only in investment strategy but also in the meaningful relationships he has cultivated with the successful families he serves.

Paul has been named the Platinum Council Advisor and Sapphire Level Platinum Council Advisor for the years of 2016-2024. This is a recognition given to a select group in the top of their field at Wells Fargo Advisors Financial Network.

With a well-rounded background in the financial services industry, Paul has held roles as a personal financial advisor, a management training advisor—educating hundreds of professionals annually—a branch manager, and an independent financial advisor. Over the years, he has founded, scaled, and sold wealth management firms, managed businesses with multiple employees, and owned commercial real estate. However, his true fulfillment comes from working directly with high-net-worth families, guiding them toward financial success with a hands-on, personalized approach.

Outside of work, Paul values time spent with his wife, Marisa, and their adult children, embracing the lifelong journey of parenthood and cherishing moments that keep them closely connected. They also enjoy early morning walks with their two dogs, Chewy and Daisy. Paul enjoys the challenge of golf and is still seeking the ever-elusive hole in one. Deeply committed to their community, Paul and Marisa actively support and volunteer with local charities, striving to make a meaningful impact.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.

Focus

Chris believes in working closely with his clients, utilizing his investment planning strengths and hard-earned insights to design individualized portfolio strategies that will help meet their unique goals. He has a track record of success helping his clients to plan, grow, effectively manage, and ultimately enjoy their wealth.

With over 20 years of experience as a financial advisor, a dedication to his craft and a commitment to his clients, Chris is inspired and driven towards greater success from the satisfaction of enabling his clients to achieve their financial goals.

Background and experience

Chris began his career as a small business owner and real estate investor, and his entrepreneurial mindset is a valuable asset in his work as a financial advisor today.  In the past two decades, Chris has guided many clients in the NY, NJ and PA areas both individually and in collaboration with high performing teams.

During his tenure, Chris has continued to advance his skillset strengthening his portfolio management skills by becoming an Accredited Asset Management Specialist (AAMS®.)

Additionally, honing in on wealth planning for his clients, Chris also earned a Chartered Retirement Planning Counselor designation (CRPC®.)

Away from the office

Originally from Pennsylvania, Chris now lives with his wife Kara and son Cade, in central New Jersey. Close to the water and often with a beach breeze, it’s not uncommon to hear a song or two strumming on his guitar. As an avid year-round salt-water fisherman, Chris is currently spending free time pursuing his Captain’s license. When not in the office or out on the water, you’re likely to find Chris working in the garden.

Tim O'Brien is a Managing Director for Dune Lakes Private Wealth Advisors in Red Bank, New Jersey where he focuses on asset and liability management for entrepreneurs, business owners, high-net-worth families and individuals, professional practices, corporations, non-profits, and corporate executives.

Tim draws upon nearly 33 years of experience in the financial services industry and his training and experience as a CERTIFIED FINANCIAL PLANNER® professional to help his clients through both bull and bear markets using long-term strategic planning to help them achieve their goals.

Tim graduated from the State University of New York at Binghamton in 1987. He has been interviewed on the CNN-FN "Your Money" program and "Viewpoints" on National Public Radio about issues in planning for families with children with disabilities.

Tim served for many years as a Director at Raritan Bay Medical Center and was an active member of the Raritan Bay Medical Center Hospital's Pension Trust Committee responsible for overseeing the hospital's pension and defined contribution plans.  He also chaired the Hospital Strategic Planning Committee, which oversaw the successful merger into Meridian Healthcare in 2015 and served as Chairman of the Hackensack Meridian RBMC Hospital Foundation when Meridian later merged with Hackensack Hospital.

Tim also served as President of the Howell Township Board of Education, serving three terms from 2009 through 2018. Tim lives in Farmingdale with his wife, Colleen and their three beautiful daughters.

David works very closely with Paul Largo, President and PIM Portfolio Manager, in ensuring the efficient operation of their practice and continually striving to meet client objectives and goals.

For well over three decades, David has performed as a focused and experienced financial services professional. David spent the first half of his career as a fixed income specialist dealing exclusively with institutional clients. After spending several years in New York City working for a primary dealer in government securities, David decided to concentrate his capabilities on individual investors. Beginning by serving the individual financial needs of some of his former institutional client relationships, David expanded his individual practice before synergistically combining his with Paul's several years ago. In 2004, David earned the CFP® certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. In addition to being a Certified Financial Planner® professional, David also holds the Accredited Investment Fiduciary (AIF®) designation. David's passion for advancing their practice in striving to meet client financial needs, mirrors that of Paul and is an ever present focus. 

David spends his free time with his wife Susan and is fortunate enough to still be living in close proximity to their grown children. A former triathlete, marathon runner, and high-performance glider pilot, David has finally decided that long walks or reading a book at the beach is just as enjoyable and far less strenuous.

CA Insurance License# 4018407. Florida Resident Insurance License # E058958.

Diane Fasano is a Senior Client Associate for Dune Lakes Private Wealth Advisors in Red Bank, New Jersey.  Diane brings over 30 years of industry experience along with her vibrant energy and sense of humor to her role.  As the team continues to grow, Diane serves as the person in charge of all matters regarding the team as well daily operations within the group.  Her main priority is to deliver clients exceptional customer service and preserve the team’s high fiduciary standards.

Diane lives in Toms River, NJ with her two rescued gray cats.  She is a proud mother of one daughter and two sons and a proud grandmother of four grandsons.  She spends her free time with her family, hiking, biking, and road trips to experience new adventures.