About Us

We assist clients in the self-discovery of what their money can do for them.  While that may sound surprising, we have helped many clients decide how much money to save, spend, and give away.  This is done by creating a customized financial plan that provides a roadmap for the future.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Wealth Management4
  • Lending Products
  • Sustainable Investing5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Location

490 E Palmetto Park Rd
Ste 100
Boca Raton, FL 33432
US
Direct:
(561) 394-8564(561) 394-8564

Meet The Fiamma Kochman Group

Photo of Eugene Fiamma

Eugene Fiamma, CFP®, CIMA®

Senior Vice President, Wealth Management, Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst, Portfolio Management Director

Phone:
(561) 394-8564(561) 394-8564

About Me

Gene Fiamma began his investment career in 1986 as an export coal trader in New York City.  In 1992 he left commodities trading to join a private New York firm as an equities trader overseeing corporate investment accounts.  In 2002, Gene joined Morgan Stanley in Boca Raton, Florida where his focus is to deliver personalized investment solutions to individuals, families and small businesses.

 

He holds the CERTIFIED FINANCIAL PLANNER™ designation which is the recognized standard of excellence for personal financial planning.  Additionally, he attended The University of Pennsylvania’s Wharton School and earned the prestigious Certified Investment Management Analyst CIMA® designation.  Gene is a Portfolio Management Director in the Portfolio Management Program at Morgan Stanley which allows him to independently manage client assets on a fully discretionary basis.

 

Gene graduated from Dickinson College in Carlisle, PA with a BA in International Studies and earned his MBA in International Business at Thunderbird School of Global Management in Glendale, AZ.  He has visited 55 countries on 5 continents, is a volunteer Golf Rules Official for the Florida State Golf Association, and is a member of the Ft. Lauderdale Harley-Davidson Drill Team, a synchronized, precision motorcycling team that performs at charity events throughout the southeastern United States.
Securities Agent: TX, FL, WA, VA, UT, SC, PR, PA, OH, NY, NV, NJ, NH, NC, ME, MD, MA, LA, KS, IN, IL, GA, DE, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1387979

About Me

Matt Kochman works with clients to meet their long-term financial goals and dreams.  One way he does this is by creating a customized financial plan which provides a “road map” towards a successful retirement.  In addition, by leveraging Morgan Stanley’s investment research, Matt develops investment strategies that match client risk tolerances.  Finally, Matt’s deep knowledge of Banking & Lending allows him to offer investment solutions not only pertaining to client assets, but to their liabilities as well.

Prior to joining Morgan Stanley in 2013, Matt owned and worked for several small businesses in south Florida.  His work has been recognized at Morgan Stanley as he has earned the prestigious Pacesetters Club Award as well as the Private Banking Group Summit Club Award.  Most notably, Matt was named Vice President after only three years with the firm.  He graduated from Vanderbilt University in Nashville, TN in 2001 with a Bachelor of Science and a Master’s Degree.

In his free time, Matt enjoys spending time with his family, playing tennis, skiing, and exercising.  He donates his time to NAMI (National Alliance for mental Illness) and helps organize their annual walk.  He lives in Boynton Beach, FL with his wife Brooke and twin daughters Maggie and Julia.



 

In his free time, Matt enjoys spending time with his family, playing tennis, skiing, and exercising.  He donates his time to NAMI and helps organize their annual walk. He lives in Boynton Beach, FL with his wife Brooke and twin daughters Maggie and Julia.
Securities Agent: FL, WA, VA, UT, TX, SC, PR, PA, OH, NY, NV, NJ, NH, NC, ME, MD, MA, LA, KS, IN, IL, GA, DE, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1273040

About Me

Mary Acito began her career in the financial services industry in 2002 at Quick & Reilly as a Sales Assistant. In the years to follow Mary successfully became Security and Insurance Licensed.
In 2016 Mary joined Morgan Stanley as a Senior Registered Associate. In her role as a Senior Registered Associate, she assists Gene and Matt in all aspects of financial services, while maintaining client satisfaction.

Mary was born and raised in New Jersey. She moved to Florida in 2015. Her son Christopher and his wife Ashley reside in New Jersey.
In her free time Mary spends time on the beach and riding her motorcycle. She lives in Boca Raton with her 3 cats.
Investment and Market Perspectives

Global Investment Committee Weekly

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Morgan Stanley and Justin Rose: A Winning Team

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Ready to start a conversation? Contact The Fiamma Kochman Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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