About Us

President for Dune Lakes Private Wealth Advisors, Paul Largo provides comprehensive investment planning for successful individuals, families and companies. As a Private Investment Manager (PIM Portfolio), Paul helps clients best position themselves to achieve long-term goals.

Starting his career in Financial Services in 1997, Paul has served in a variety of roles within the industry. From a Financial Advisor, coaching other advisors, managing an office, and owning his own business he combines his unique set of experience to best serve clients. Paul provides clients with investment planning with clear, direct, and unbiased guidance. He enjoys educating people and helping clients navigate a complex industry. Paul does this by establishing trusting relationships and timely communication with clients.

Together, Paul helps manage risk according to each client’s comfort level to work toward planning initiatives. Whether clients strive to purchase a second home, travel the globe, support grandkids, or establish a legacy impact, Paul is proud to play a role in helping clients meet and exceed their life goals. “I enjoy seeing clients have the confidence and education to make decisions that are best for them with the comprehensive discipline of maintaining a smart investment plan,” says Paul.

Outside of the office, Paul and his wife Marisa have three children. They love their dogs, too! Paul enjoys going on walks, being physically active, and supporting their kids in various activities. Paul and Marisa donate time and resources to the Rosemary Beach Foundation to support the community and local charitable organizations.

Paul looks forward to continuing to support clients, established and new, with long-term service and care.

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.

With 20 years in the financial services industry, Brian joined Dune Lakes Private Wealth Advisors in 2022 and today focuses on serving the wealth management needs of the practice’s clients. He follows a disciplined process that begins with first taking the time to get to know each client, and the client’s family, their financial situation, and what matters most to them. Brian is passionate about delivering first-class client service. He received his Bachelor's degree in Economics from The Richard Stockton College in 2002. Brian holds the Certified Investment Management Analyst designation.

Focus

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

Background and experience

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.

Away from the office

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.

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.

Gail Kitchens joined Dune Lake Private Wealth Advisors as a Client Associate in 2022 and enjoys interacting with the practice’s clients. Gail is accustomed to providing clients with exceptional customer service and her undivided attention as is evident by her years in real estate and her 25 years as a teacher in the Pell City School System in Alabama. Gail received her Bachelor of Science in Business Administration from Jacksonville State University in 1989, along with a Master of Science in Education from Jacksonville State University in 1996. She enjoys spending time with family and friends and volunteering for the Pirates of the White Sands. Gail looks forward to assisting our clients in the years to come.