Eric Mancini is a CFA® Charter holder (CFA®), a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), partner, 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 CFA designation, 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, CNBC, 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.
Traphagen Financial Group
To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services.
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.
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CPA, CFP, PFS
Jeff is a graduate of Lock Haven University with a B.S. in Accounting. He has his Masters Degree in Accounting from Montclair State University and has obtained his CPA License. He also holds the designation's of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP), and of Certified Financial Planner (CFP).
Jeff specializes in individual taxation, business accounting and taxation, and estate tax returns. He has his Series 65 License and specializes in wealth management services, including portfolio management, retirement planning, educational funding, and insurance planning. He provides comprehensive personal financial planning by using his unique skill set as a CPA financial planner to provide clients with cohesive tax and investment planning and advice.
Alex is a graduate of Union College with a B.A. in Economics. While at Union, Alex was a scholar-athlete exceling in and out of the classroom as a member of the Union College football team, as well as a participant in various charitable and community outreach programs in New York's Capital District.
Prior to joining TFG, Alex worked as a financial representative at Northwestern Mutual where he obtained the New Jersey Life and Health Insurance licenses and Series 6 license. Alex has completed his series 65 Investment Advisor Representative license and is currently pursuing the CFP (Certified Financial Planner) designation. Specializing in both risk and wealth management, Alex focuses on the growth, retention, and security of client assets in the most tax efficient
Tiera is a graduate of the University at Albany with a B.S. in Finance and Information Technology Management.
Tiera specializes in client relations and account management as well as managing daily operation processes.
She assists new clients with their transition to TFG providing a bridge of communication throughout the on-
boarding process. She also partners with our custodians and clients to ensure resolution of all client inquiries.
As part of the Portfolio Management division, she's an integral part of the operations department who provides
support to our team of advisors and also assists in daily trading needs.
Christopher is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS) and a graduate of Boston University.
Christopher is passionate about financial planning and views the profession as a calling to faithfully serve individuals and their families. He believes this is accomplished by first listening to their goals for the present and future then with that knowledge providing stewardship over those areas of their life. Christopher has also been interviewed by Financial Advisor Magazine to provide insight into different aspects of financial planning.
Christopher specializes in working with executives to understand and optimize their corporate stock options. With varying rules, regulations and potential tax implications, Christopher examines the vested and unvested tranches, as well as conducts fundamental analysis on the company in order to create a tailored execution strategy.
As a member of the Traphagen Investment Committee, Christopher collaborates on the construction of our portfolios and conducts research and due diligence on current and potential investment strategies. He also analyzes the state of the domestic economy as represented in our Traphagen Recession Index.
Christopher manages the Traphagen Corporate Retirement Program. As a Chartered Retirement Plans Specialist, he works closely with business owners to analyze their specific needs, structure the most efficient and cost-effective retirement plan as well as lead in the implementation and management of the plan. Christopher works with many third party administrators, recordkeepers and payroll companies, which provides him the ability to offer unique fiduciary counsel to business owners.