Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Richard D’Ambola & Associates LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Richard D’Ambola, CSA®, CLTC®
President

Richard D’Ambola is the founder of Richard D’Ambola & Associates LLC. He created the firm in order to provide optimal, unbiased service and financial advice to his clients. As a fee-based independent advisor, Richard is able to provide his clients with access to proven and time-tested financial products and strategies. His recommendations are free from the limitations of corporate quotas and proprietary products.

Richard started his career in 1988 with a leading financial services company based out of Boston. His commitment to excellence led him to attain his CSA® designation as a Certified Senior Advisor and CLTC® from the Corporation for Long-Term Care Certification. He has also received certification from the New College of General and Continuing Studies for Financial Planning at Fairleigh Dickinson University.

Richard is a Registered Representative for CFD Investments and an Investment Advisor Representative with Creative Financial Designs. As such, he holds the FINRA Series 6, 63 and 65 securities licenses. Richard is also a licensed insurance producer in multiple states.

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Deborah D’Ambola
Office Manager

Deborah D’Ambola is in charge of the day-to-day business operations and back-office processes that keep our office running smoothly. She assists clients with account questions and would love to hear any suggestions in our ongoing quest to provide exceptional service. Clients can also call Deborah with questions regarding their online accounts.

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Dan Ballister

Daniel Ballister
CFP

Dan is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL since August of 2016, and has been serving his clients in the industry since 2008. With a Bachelor's in Mechanical Engineering from Villanova University and as a second generation CFP®, he holds his series 6, 63, 7, and 65 licenses. Serving as an investment advisor representative, Dan holds a fiduciary responsibility to all of his clients, obligated to putting their needs before his own. If you ask him, a law is not required to make this the methodology behind his practice. He learned from the very beginning - "you take care of your client, your pocket takes care of itself" - taught by his father, a CFP® since 2001, who officially retired in 2016.

Dan focuses on all aspects of your financial picture. This includes everything from helping lay out your financial plan, managing your family's finances on an ongoing basis, protecting your wealth, and using insurance protection to prevent an unforeseen circumstance from causing financial disruption. Everyone's plan is different. The tools installed in your plan may be different than your neighbor's. A little creative financial guidance goes a long way in helping you navigate towards your goals. Remember, it's not an overnight process. "25 rocks a day" will get you there. When not coaching his clients, Dan is coaching the youth of today in football, baseball, and basketball. He enjoys golfing on a warm day, exercising to stay healthy, and soaking up as much family time as he can.

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Kamila

Kamila Ballister
Assistant

Kamila joined her husband in the fall of 2023 to assist with client and office management. After completing her MBA from Seton Hall University, she and her husband started their family in 2015, and are now parents to two beautiful children, Marcus and Penelope. Kamila became certified in multiple aspects of physical fitness, currently serving as an instructor at the YMCA in both Zumba® Fitness and LES MILLS BODYPUMP™. When not training her members at the YMCA or assisting with the financial planning practice, Kamila enjoys being a mom (a darn good one too), DIY projects, and enjoying a glass of vino after putting up with her husband. Sometimes it's a big glass.

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Ready to Take
The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 973.927.3700