Broker Check

The SixPoint Partners Team

David Pulcini
Financial Advisor, CFP®
John Harms
Chief Investment Officer, CFP®, RICP®
Joseph Prestigiacomo 
Financial Advisor, CFP®
Nick Savas
Financial Advisor, CFP®, RICP®
Paul Bernier
Financial Planning Specialist, CRPC®
Chris Cortina
Director of Operations & Service
Kara Russell
Client Relationship Manager
Eric Phoulavong
Client Relationship Manager

Caitlin Charrier
Client Relationship Manager
Allison Pulcini
Operations & Finance

For Advisors

Exploring Independence?

If you’re evaluating whether your current platform truly supports how you want to serve clients and grow your practice, we welcome thoughtful, confidential conversations with experienced advisors who value planning, structure, and long-term alignment.

• Independence and autonomy — without having to build everything alone

• The infrastructure, compliance, and scale of RFG Advisory, paired with the hands-on support of a boutique firm

• A planning-first culture at SixPoint Financial Partners, built around systems, service, and people — not just production

Start a Private Conversation

All conversations are confidential.