Broker Check

6 Corporate Drive, Shelton, CT 06484

(203) 513-6266
harboroak@barnumfg.com
Schedule an Appointment

Meet the  New York Team

Client Centered

Client Centered

Ken DiCairano and the Harbor Oak New York team believe financial planning should feel personal, clear, and grounded in real relationships. They take the time to understand what matters most to each client, build strategies around individual goals, and remain accessible with the ongoing guidance and communication needed as life evolves

Leadership

Kenneth DiCairano

CFP®, CPA*, CASL®, MBA

Financial Planner

Ken leads the Harbor Oak New York team with a focus on helping individuals, families, and business owners make thoughtful financial decisions with greater clarity and confidence. His approach brings together investment strategy, tax awareness, and long-term planning to create a more coordinated financial picture.

*Licensed but not practicing
Kenneth DiCairano

Ken's Team

Paulette DiCairano

Paulette DiCairano

Team Operations Manager

(914) 372-2975

David Balkom, CFA®

David Balkom, CFA®

Wealth Management Associate

(914) 372-2868

Sharon Almonte

Sharon Almonte

Client Relationship Coordinator

(914) 372-2989

Kathy D'Ornellas

Kathy D'Ornellas

Client Relationship Coordinator

(914) 372-2865

Client Experience

What to Expect Working With Us

In this video, Ken shares what clients can expect when beginning a relationship with the Harbor Oak New York team, from the first conversation and planning process to ongoing meetings, communication, and support.

It is a helpful overview for anyone who wants to better understand how the team works, what the experience feels like, and how the relationship continues to evolve over time.

Investment Philosophy

Our Investment Approach

In this video, Ken explains how the team approaches investing with a focus on customization, long-term planning, and aligning strategy with each client’s goals, time horizon, and comfort with risk.

He also walks through the team’s two-bucket framework and shares how portfolios are monitored and adjusted over time as markets and life circumstances change.