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Qualifications of Financial Advisor in Freehold

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Financial Advisors in Freehold, New Jersey
Financial Advisor Office Location Phone Number
Michael J. Carlucci, CFP®,
MJC Advanced Financial Strategies, LLC
205 Route 9 north ste 31,
Freehold, NJ  07728
(732) 792-6776
Daniel Chen,
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
(732) 982-2170
Peter Gellman,
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777
Stephen Sassi,
Edelman Financial Services, LLC
406 Forest Ave.,
Staten Island, NY  10301
(888) 752-6742
Stephen Cicali,
Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Zach Fletcher,
Financial Engines Advisors, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Freehold

MJC Advanced Financial Strategies, LLC

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.

Qualifications CRD#: 2309517
FirmCRD#: ---
Series 7, 24, 63, 65

Compensation/Fees ---


Office Location 205 Route 9 north ste 31,
Freehold,NJ  07728

Phone Number (732)7926776


About MJC Advanced Financial Strategies, LLC

Michael J. Carlucci, CFP® I am an Independent Certified Financial Planner Serving Small
Businesses and Families in all areas of Comprehensive Financial
Planning.




DC Strategies, Integrated Wealth Mgt.

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.

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

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


Office Location 12 Christopher Way,
Eatontown,NJ  07724

Phone Number (732)9822170


About DC Strategies, Integrated Wealth Mgt.

Daniel Chen 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.




Palmerston Group Advisors, LLC


About Palmerston Group Advisors, LLC

Peter Gellman 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#: 4716523
FirmCRD#: ---
Series 66

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


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,NJ  08904

Phone Number (732)2485777





Edelman Financial Services, LLC

Formal Education:
Bachelor of Arts in Communication, Rutgers University

Business Background:
Stephen Sassi has been an investment advisor for 14 years, and has been with Edelman Financial Services since 2016.

Recent Employment History:
2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2013–2016: Vice President/ Financial Consultant at Charles Schwab. Provided financial advice to clients.
2008–2013: Financial Advisor at Merrill Lynch. Provided financial advice to clients.

Professional Designation(s):
Chartered Retirement Planning Counselor℠

Qualifications CRD#: ---
FirmCRD#: 113299
Series: ---

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


Office Location 406 Forest Ave.,
Staten Island,NY  10301

Phone Number (888)7526742


About Edelman Financial Services, LLC

Stephen Sassi Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.




Financial Engines Advisors, LLC

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.

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

Compensation/Fees I am a Fee-Based financial professional


Office Location 484 E. Evesham Rd.,
Cherry Hill,NJ  08003

Phone Number (856)7957900


About Financial Engines Advisors, LLC

Stephen Cicali 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).




Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

Qualifications CRD#: 5742628
FirmCRD#: 104510
Series 7, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 600 West Germantown Pike,
Plymouth Meeting,PA  19462

Phone Number (610)2398323


About Financial Engines Advisors, LLC

Zach Fletcher 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).




Financial Engines Advisors, LLC

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982.
Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s).
Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester.
Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

Qualifications CRD#: 2190861
FirmCRD#: 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,PA  18106

Phone Number (484)2243056


About Financial Engines Advisors, LLC

Harry Berman 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).




List of Additional Financial Advisors in or around Freehold, New Jersey
Stephen Ng Financial Group, LLC Hamilton, NJ
Douglas J Lyons Financial Group Red Bank, NJ

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