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Find Top Financial Advisors in New Jersey

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in New Jersey. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in New Jersey

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in New Jersey
Financial Advisor Office Location Phone Number
Peter Gellman,
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777
Peter J. Passalacqua, CFP®,
Frontier Financial Planning
322 Courtyard Drive,
Hillsborough, NJ  08844
(908) 725-9001
Stephen Ng, ChFC®, CEP, CLU®,
Stephen Ng Financial Group, LLC
100 Horizon Center Boulevard, Suite 105,
Hamilton, NJ  08691
633 Morris Avenue,
Springfield, NJ  07081
(973) 218-9600
Sekhar Vemparala,
Wealth Planning Adivsory Group
59 Mine Brook Road,
Bernardsville, NJ  07924
(201) 314-3245
Paul C. Koenig Jr.,
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142
Michael J. Carlucci, MBA, CFP®, PPC,
MJC Advanced Financial Strategies, LLC
205 Route 9 north ste 31,
Freehold, NJ  07728
(732) 792-6776
Michael Capriotti,
Capriotti & Company
803 New Rd,
Somers Point, NJ  08244
(609) 365-2397
Keith B Hawk,
Hawk Financial Group
3322 US Highway 22 West,
Branchburg, NJ  08876
(908) 722-4008
Stephen Cicali,
Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Hugh Fitzpatrick,
Princeton Capital Management
17 Hulfish Street, Suite 220,
Princeton, NJ  08542
(609) 921-6294
Greg Hart, CFP®,
Haddon Wealth Management
2 Kings Highway West,
Haddonfield, NJ  08033
(856) 888-1744
Gary Scheer,
Gary Scheer LLC
65 Madison Avenue Suite 210,
Morristown, NJ  07960
(973) 539-4100
Frank Lepore,
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
(973) 244-4237
Eric Nelson,
Independence Wealth
221 Laurel Road, Suite 180,
Voorhees, NJ  08043
(856) 229-9295
Eric Mancini, CFA, CFP, CAIA,
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
(201) 262-1040
Anthony Orlando,
Anthony J. Orlando, Inc.
617 Oradell Ave - Suite 5,
Oradell, NJ  07649
(201) 262-6000
Philip Sukharev,
Northwestern Mutual
10 Madison Ave, 3rd Floor,
Morristown, NJ  07960
(973) 531-2159
Bruce Fitzsimmons,
United Capital Financial Advisers, Inc.
55 Madison Ave,
Morristown, NJ  07960
(973) 632-9539
Daniel Chen,
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
(732) 982-2170

Information on Qualified Financial Advisors in New Jersey

Qualifications CRD# 4716523
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee

Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
Phone Number (732) 2485777

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.

Qualifications CRD# 2299676
Series 7, 24

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 322 Courtyard Drive,
Phone Number (908) 7259001

About Frontier Financial Planning

Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as financial advisors? But do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in advising you to buy their own highly profitable insurance and investment products? As your independent alternative to the insurance and brokerage companies, Frontier and its advisors are: * Independent, with no proprietary products to sell * Committed to the industry?s highest ethical standards * Experienced, educated, and fully licensed * Committed to providing advice that is based solely on your needs * A long term partner on your financial journey * Small enough to know and share your unique goals and dreams If you would like to know more about Frontier and how we might be able to help guide you along the path to financial freedom, please call or contact us for a free, no obligation, no pressure consultation.

Qualifications CRD# 2222678
Series 6, 7

Office Location 100 Horizon Center Boulevard, Suite 105,
Phone Number (973) 2189600

Office Location 633 Morris Avenue,
Springfield,NJ  07081

Stephen Ng is the founder and President of Stephen Ng Financial Group™. Stephen has been assisting pre-retirees & retirees since 1992. Additionally, he has helped retirees save in taxes and increase retirement income. Stephen has developed a specialty in working with retirees and those about to retire who want help to preserve their principal and ensure that their money lasts. Stephen helps many people avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches & non-profit organizations. Stephen is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2011, 2015 and 2016 Stephen Ng was listed in the Champions Circle and the Millon Dollar Club with SagePoint Financial, Inc. In 2010 and 2012, he was in the top 25 Producers and listed in the Champions circle with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc. In 2015, Stephen wrote the following book, 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing.

About Stephen Ng Financial Group, LLC

OUR MISSION No matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more. OUR VISION Our vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do. Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started

Qualifications CRD# 2081179

Office Location 59 Mine Brook Road,
Suite 201,
Phone Number (201) 3143245

Sekhar Vemparala has had over 27 years of experience as a financial advisor who holds his CFP, CLU, CAP, and ChFC designations. He is a member of the Member Forum 400 as well as the Member Financial Planning Association and has provided customized solutions for high-net worth individuals since the start of his career.

About Wealth Planning Adivsory Group

Wealth Planning Advisory Group is a financial planning firm founded in 1990 that provides financial, estate, retirement, insurance, and tax planning services to individuals, corporations, and small businesses located within the United States, Switzerland, and India. We have adapted a unique trademarked process known as the wealthDNA® process that allows us to pool a network of advisors and finance professionals to help tackle complex issues for clients seeking leadership and direction. Feel free to contact us for a free initial consultation at (201) 314-3245

Qualifications CRD# 5253413
Series 7, 66

Office Location 1300 Route 73 Suite 314,
Mount Laurel,
Phone Number (856) 2910142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc. (IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: • Build your nest egg • Enjoy a comfortable retirement • Protect your family from financial emergencies • Leave a legacy to your heirs or your favorite charities • Fund your children's or your grandchildren's education Paul was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoorsmoutdoorsman, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNERâ?¢ professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly.You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clientsâ?? other advisors to ensure collaboration in all aspects of their financial lives.

Qualifications CRD# 2309517
Series 7, 24, 63, 65

Office Location 205 Route 9 north ste 31,
Phone Number (732) 7926776

Michael has been in the financial services industry since 1992. His licenses held are the Series 7, 63, 24 and 65 along with Life, Health and Variable Insurance. Michael graduated from St. John's University in 1988 with a B.S. in Finance and was inducted into the Honor Society of Economics. He then went on to receive his Masters of Business Administration in Management from Baruch College in 1992. To further his knowledge in the field he went through the Fairleigh Dickinson University CFP program and received his CFP certification in March 2007. To serve his clients at a more advanced level, Michael has successfully completed the Masters of Estate Planning Certificate Program through the College for Financial Planning in October 2012. With the major changes in the 401(k) market due to the DOL rules, Michael attained his Professional Plan Consultant (PPC) designation in July of 2015 in order to effectively better guide small business clients through the regulatory changes. Michael's philosophy is to be a true fiduciary which is simply placing the client best interests first which is why he believes he has such solid relationships with not only his clients but their families as well.

About MJC Advanced Financial Strategies, LLC

I am an Independent Certified Financial Planner Serving Small Businesses and Families in all areas of Comprehensive Financial Planning.

Qualifications CRD# 4533812
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 803 New Rd,
Somers Point,
Phone Number (609) 3652397

Michael Capriotti was just 11 years old when his father gave him the motivational book, "Think and Grow Rich." Fascinated by what he learned, he realized he wanted to work in the financial services industry. He received his Bachelor of Science in Finance from Rowan University and, since then, has earned more than 15 years of industry experience. After working with Merrill Lynch and Allen Associates, Mike transitioned into independence. He founded Capriotti & Company as an independent financial advisor with the goal of providing unbiased strategies and advice without any quotas to meet or conflicts of interest. As an independent advisor, Mike puts his clients and their needs first. Mike is a Certified Estate PlannerTM and holds securities registrations through LPL Financial. Outside of the office, he enjoys spending time with his wife, Holly, and their three children. He believes in giving back to his community and supports several charities, including Ronald McDonald House Charities and Make-A-Wish Foundation.

About Capriotti & Company

Mike Capriotti is an independent financial advisor with offices in Vineland & Somers Point New Jersey, serving individuals and families in the New Jersey, Pennsylvania, and Delaware tri-state area. As an independent advisor, Mike is supported by LPL Financial, the nation's largest independent broker/dealer*, providing state-of-the-art technology and a suite of customized services and resources. As a financial planner with a specialized expertise in estate planning and a holder of the Certified Estate PlannerTM (CEP®) designation, our role goes beyond putting together a financial plan and managing your assets. This makes our firm quite distinct from others in the industry. At Capriotti & Co., the firm seeks to work by several core values, including: Create a culture of excellence and integrity Think long term Always do the "right" thing Exercise good judgment with objectivity and impartiality After years of surveying clients, Mike has committed significant resources to providing the services and features that are important to them, including: Competent and professional staff Accessibility of top management Regular reporting of investment results Easy-to-understand statements Comprehensive guidance Working with clients? other advisors, including attorneys and CPAs *As reported by Financial Planning magazine, June 1996-2016, based on total revenue. Securities offered through LPL Financial, Member FINRA (www.finra.org) / SIPC (www.sipc.org). LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, ME, MS, NC, NJ, PA, SC, TX & WA.

Qualifications CRD# 3069413
FirmCRD# 144434
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 3322 US Highway 22 West,
Building 4, Suite 425,
Phone Number (908) 7224008

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He was a financial advisor and then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

About Hawk Financial Group

As a local independent financial advisor in Branchburg, NJ, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He works with homeowners ages 60-70 mainly in Hunterdon County NJ and Somerset County NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."

Qualifications CRD# 3138276
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional

Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
Phone Number (856) 7957900

Joined Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Qualifications CRD# 849483
Series 63, 65

Office Location 17 Hulfish Street, Suite 220,
Phone Number (609) 9216294

Integral to his focus on client relationships, Hugh is part of the investment team and provides capital markets perspective. Hugh has worked with institutional investors and in capital markets both in the United States and in London for more than thirty years. Prior to joining the Firm in 2006, Hugh was a Managing Director at Wachovia Securities (and successor firms before combining into Wachovia). Before that he was with Alex. Brown & Sons as a Senior Vice President, which included several years as manager of Alex. Brown’s international trading in London. Hugh was also previously associated with Wm Sword & Co., where he worked in fixed income and equity trading and in research. He graduated from Duke University with a BA in History.

About Princeton Capital Management

Managing investment portfolios is Princeton Capital Management’s only business. Our resources are focused on fundamental security analysis, portfolio construction, investment operations and client service – nothing else. Moreover, most members of the investment team serve as both analysts and portfolio managers, eliminating the layers, and thus the distractions, common to firms with separate research and portfolio management staffs. We pride ourselves on being an organization of equals. This is beneficial to clients as it allows each member of the team the confidence to present an opinion on investment ideas versus deferring to either a group or an individual perceived to have greater authority than others. It is our experience that hierarchical organizations and the committees associated with such structures rarely facilitate successful stock investing. A group in which respected peers, unafraid of the repercussions of honest appraisals, surround a designated person with final authority has been a demonstrably winning method of making successful investment decisions. Princeton Capital Management has remained an independent, owner-managed firm since its inception, and owner assets are invested alongside those of our clients. We believe our clients have benefited from the Firm’s organizational stability and shared goals.

Qualifications CRD# 2178458

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee

Office Location 2 Kings Highway West,
Suite 201,
Phone Number (856) 8881744

Gregory M. Hart, CFP® is the founder and managing director of Haddon Wealth Management, LLC, a registered investment advisory firm that provides comprehensive wealth management for clients throughout the Delaware Valley as well as nationwide. Greg delivers advice to his clients on various financial matters; but, in particular, he provides investment management and comprehensive financial and estate planning on a fee-only (no commission) advisory basis. The planning element often includes: a combined investment and retirement plan along with a year by year cash flow analysis, tax-minimization estate planning, social security decision analysis, education planning, and much more.

About Haddon Wealth Management

We are a full service, fee-only, independent financial planning and investment management firm offering customized financial planning and investment strategies.

Office Location 65 Madison Avenue Suite 210,
Phone Number (973) 5394100

Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, PIX 11 News, News 12 NJ and Annuity123, EzineArticles. com and Fortune. As the co-author Successonomics with Steve Forbes, The All-In Principal and Alligator Proofing Your Estate, Gary has been interviewed by William Shatner on Moving America Forward, and has been featured on In America with James Earl Jones. As Founder and Managing Member, Gary and his team at Gary Scheer, LLC have been showing business owners, professionals and executives how to protect and pass on their wealth for over 30 years. It doesn't take long with Gary Scheer to see why people trust their money and their future to him. He is a warm and passionate communicator with a relaxed style who loves to share his financial wisdom and insights through his presentations to CPA groups and his Public Seminar Series "Understanding Different Retirement Strategies" and his popular radio program on WMTR, "Your Money, Your Retirement with Gary Scheer". He has been a REGISTERED FINANCIAL CONSULTANT since 2009 and Certified Senior Advisor since 2003. As a complement to his professional achievements, Gary is past President and former Treasurer of a local private school board. Additionally, Gary has played trumpet with the acclaimed Livingston Symphony Orchestra, New Jersey for over 20 years.

About Gary Scheer LLC

Recognized as one of the leading retirement experts in the nation, Gary Scheer has helped thousands of individuals and families in New York, New Jersey, and across the nation prepare for a secure, successful retirement since 1982. Specializing in Retirement Income Planning, Advanced Financial and Estate Planning Strategies, and Creative Tax Reduction Methodologies, Gary works with people who are in or nearing retirement to find solutions to help them enjoy their retirement years. With a background in traditional financial planning, Gary has pioneered strategies that protect his clients from volatile and risky financial investments while helping them grow their retirement income.

Qualifications CRD# 4695659
Series 6, 7, 65, 66

Compensation/Fee I am a Fee-Only financial professional, Flat Fee

Office Location 100 Passaic Avenue,
Suite 300,
Phone Number (973) 2444237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.

Office Location 221 Laurel Road, Suite 180,
Two Echelon Plaza,
Phone Number (856) 2299295

Eric Nelson founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance. Erics clients appreciate the fact that he is always there for them. Through the process of advising them about their finances, he also becomes involved in decisions about their career moves, family matters, and other personal decisions. He is honored to do so and takes his involvement in their lives very seriously. The biggest reward for him comes when he is able to see clients meet their goals: helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel and so on. Whatever your financial goals may be, he is here to help. Eric earned a degree in Finance and Economics from Rutgers University. Married to his high school sweetheart, JoAnn, he enjoys spending time with his family and traveling.

About Independence Wealth

Qualifications CRD# 5231486
FirmCRD# 107764
Series 65

Office Location 234 Kinderkamack Rd,
Phone Number (201) 2621040

Eric Mancini is a CFA Charterholder, a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics. He specializes in portfolio management and personal financial planning while also working with clients on insurance and tax planning. Eric has obtained the Certified Financial Planner CFP® designation, the NASD Series 65 license, the NJ Life and Health Insurance license, the CAIA® (Chartered Alternative Investment Analyst) designation. Prior to joining TFG, Eric worked as a wealth advisor for high net worth individuals at Brinton Eaton Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate and investment planning. He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. Eric is currently teaching a series of investment and retirement planning courses at Bergen County Community College. Eric is a staff writer for Benzinga, where he regularly writes articles on portfolio management, economic analysis, and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, among others. He has recently been interviewed by the Wall street Journal and US News & World Report. Over the past 3 years, Eric has been a regular guest host on the 'Your Money' radio show which airs on SiriusXM.

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives. We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.

Qualifications CRD# 1839632
FirmCRD# 122026
Series 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 617 Oradell Ave - Suite 5,
Phone Number (201) 2626000

Certified Financial Planner Registered Investment Advisor BS in Finance from Villanova University FINRA Series 7 & Series 63 Registrations Life and Health Insurance License

About Anthony J. Orlando, Inc.

Anthony J. Orlando Inc. is a Wealth Management firm providing comprehensive financial advisory services including investment portfolio management, retirement planning, insurance and estate planning, college education funding and employee benefit consulting services. The firms clientele includes individuals, corporations, small business, trust, estates, and non-profits organizations. Name of Broker/Dealer: Royal Alliance Associates, Inc. Name of Custodial Firm: Pershng, LLC.

Qualifications CRD# 2881
Series 7, 63

Office Location 10 Madison Ave, 3rd Floor,
Phone Number (973) 5312159

As a Wealth Management Advisor, Phil works closely with his clients to put together comprehensive financial plans. With each new plan, Phil addresses immediate personal and business needs in conjunction with a long term vision for each clients ideal financial future. Phil has always been passionate about working in finance and finds no greater reward than helping his clients meet and exceed their personal and professional financial milestones. Phils expertise centers around creating a personalized, unique, and sophisticated holistic financial blueprint that addresses retirement planning, wealth accumulation, and risk management solutions. Phils work as a young entrepreneur has laid a strong framework to grow with his clients through each of lifes major milestones. Whether you are approaching retirement, starting a business, growing your family, or purchasing a new home, Phil strives to enable his clients to meet and exceed their financial objectives while providing guidance, support, and creative solutions throughout the process. Phil embraces a client first mentality working constantly to provide premier client service, education on all possible solutions, and diligent oversight of assets, all in a uniquely collaborative, engaging, and professional approach.

About Northwestern Mutual

Financial security is something many of us strive to achieve in our lives. You try to do what is right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs to get you started on the path to financial security. My team and I bring PASSION and commitment to the work we do each day. As your financial partner, we believe in collaboration and TEAMWORK to help you and your family achieve the financial success that you have worked toward your entire life. We believe that FAMILY always comes first and are dedicated to making sure you can create memories with your loved ones knowing you have a team of professionals guiding your financials decisions. With INTEGRITY at the forefront of our values, we will strive to be loyal, honest and steadfast allies in helping you achieve a secure financial future.

Office Location 55 Madison Ave,
Suite 300,
Phone Number (973) 6329539

A well-respected East Coast Wealth Adviser, Bruce Fitzsimmons has helped people of all ages develop strategies to accumulate wealth. He tailors flexible planning solutions that help his clients pursue their current financial goals while positioning their portfolios for the future. His areas of experience include retirement planning, tax planning, estate planning and investment management. Bruce has worked in the financial services industry since 2007. Previously, he worked for AXA Financial Advisors, specializing in insurance and financial planning. Bruce joined United Capital because he believes the firms team approach and goals-oriented process provide clients with innovative solutions rarely available at other financial planning institutions. He holds Series 7 and 66 securities registrations, as well as Life and Health Insurance license. Bruce is a 2003 graduate of Centenary College, where he earned his degree in Business Administration. He has been married to his wife, Susan for 7 years. They have two young daughters.A lifelong resident of New Jersey, Bruce enjoys the outdoors, sporting events and spending time with his friends and family.

About United Capital Financial Advisers, Inc.

Not all wealth management firms are created equal. Over the past decade our firm, held to the fiduciary standard, transformed the traditional wealth management process, using it to help improve the lives of our clients. Our goal is to give genuine control over financial life. We have developed a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. After all, isn't it ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.

Qualifications CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 12 Christopher Way,
Suite #200,
Phone Number (732) 9822170

A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.

About DC Strategies, Integrated Wealth Mgt.

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

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