Forza Investment Advisory, LLC
Robert Centrella, CFA
CFA
"Our Goal is Strengthening Our Clients' Financial Lives"
27 Years of Experience
- Firm CRD# 155164
- Series None
- CRD# 1288968
Offers & Pledges
- I provide a free initial consultation:
Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services to private clients and select institutions with investable assets greater than $500,000. We deliver customized investment services and financial advice consistent with your life goals or your institution's objectives. We provide our services to individuals, families, small businesses and other institutions.
Our services include:
- Investment Strategy and Implementation
- Investment Advisory (including for ERISA Plans)
- Separately Managed Accounts
- Asset Allocation
- Portfolio Management
- Retirement Planning
- Savings Plans
- Other Investment Planning
We provide professional investment management and financial advisory services for many types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans...
We also offer a Free Financial Consult to allow you to get to know us better. Call us at 908-344-9790 to setup an appointment.
HIGHLIGHTS
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FAQs
Will you be the only person working with me?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How much risk should I be willing to take?
Have you ever been charged with any breaches?
Financial Advisors
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
What financial institution(s) do you represent?
How do you charge for your services?
Do you provide a free initial consultation?
Why should I choose you as my financial advisor?
401k Plan Services
What are your management fees?
What kind of plans do you specialize in?
Do you have a minimum requirement for number of employees or total investment value?
What type of plans do you offer?
Do you offer any additional services?
-
Will you be the only person working with me?
Yes. -
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No. We are a discretionary investment manager only. -
How much risk should I be willing to take?
We work with each of our clients before setting up a portfolio to help determine your risk tolerance, goals and objectives. -
Have you ever been charged with any breaches?
No. -
What services do you provide? What are your specialties?
Investment Advisory, Customized Portfolio Management, Asset Allocation, Retirement Planning, Investment Planning, Rollover 401Ks into IRAs -
What is your experience? How many clients do you currently manage?
Our invesment professional is a CFA (Chartered Financial Analyst) and has worked over 27 years in the financial services industry including the last 20 years as a professional money manager. He has managed equity mutual funds as well as institutional and private client portfolios. His educational background includes an MBA Finance and a BS Accounting. -
What financial institution(s) do you represent?
Forza Investment Advisory is an independent Registered Investment Advisor. -
How do you charge for your services?
Forza is a fee-only advisor and charges asset-based management fees so our incentives are aligned directly with our clients' best interests and our compensation is linked directly with investment performance. -
Do you provide a free initial consultation?
Forza provides a free initial consult and "second opinion" review of your existing portfolio. -
Why should I choose you as my financial advisor?
Forza is an independent RIA without conflicting ties to a brokerage platform of products; so we can choose investments for our clients from all available investment choices. We specialize in creating innovative and personalized solutions for each client. We manage your money in-house, so you deal directly with an experienced investment manager, not an intermediary. -
What are your management fees?
Management fees are negotiable and depend on the type of service. -
What kind of plans do you specialize in?
Separately Managed Accounts. We create a custom allocation for each of the plan participants. -
Do you have a minimum requirement for number of employees or total investment value?
We will work with small plans of 5 or less people. Investable plan assets must be greater than $500,000. -
What type of plans do you offer?
We can provide investment advice to plan participants working within their current plan or we can provide sepatately managed accounts at our Custodian - Scottrade. -
Do you offer any additional services?
We will visit your office and provide educational investment seminars bi-annually.
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Office Hours
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Mon. | 8:30 AM - 5:00 PM | |
Tue. | 8:30 AM - 5:00 PM | |
Wed. | 8:30 AM - 5:00 PM | |
Thu. | 8:30 AM - 5:00 PM | |
Fri. | 8:30 AM - 5:00 PM |
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