Andrew Aran

Tel: (201) 447-5850
500 North Franklin Turnpike
Suite 212
Ramsey, NJ 07446

Regency: YOUR FEE ONLY TEAM

Regency Wealth Management | Financial Advisor in Ramsey ,NJ

About Regency Wealth Management

Our mission is to assist individuals, families, & institutions
with identifying, understanding, and pursuing their financial
goals and objectives. As wealth grows, it requires appropriate
attention to a variety of areas including cash management, asset
diversification, legal & estate issues, charitable planning, and
management of the risks that may threaten the plan. Our focus is
on helping clients navigate an increasingly complicated financial
landscape to accumulate, preserve, and ultimately distribute their
wealth. Doing so successfully requires trustworthy advice,
personal service, and a close partnership.

30+ Years of Experience



General Information
Firm Start Year:   2004
No.of Employees:   5-9
Name of Custodial Firm:   Fidelity
States Licensed in:   NY, NJ
Number of Years with Current Firm:   8
Work Experience:   Our team has over 60 years of collective investment
experience.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations
Foreign Languages Serviced:   Spanish.


Services
Investment Types:   Alternative Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , Via phone , Via email , At your office


Qualifications & Memberships
Financial Organization Memberships:   The Institute for Chartered Financial Analysts
Non-Financial Organization Memberships:   NYSSA, FIASI


Firm Information
Firm's Number of Clients:   186
Firm's Number of Planning Clients:   >100
Firm's Number of Managed Clients:   186
Assets Managed by Firm:   $240,000,000
Advisor's Number of Clients:   186
Advisor's Number of Managed Clients:   186
Advisor's Number of Planning Clients:   >100
Assets Managed by Advisor:   $240,000,000


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $750,000.00


Board Positions
Organization:  Star of Hope Ministries, Paterson  NJ
Position :  Board of Trustees - Chair
Duration :  March 2011-Currently holding

Organization:  NCS Bergen County Chapter  NJ
Position :  Prior President
Duration :  July 2012-June 2016

Organization:  Street2Street  NJ
Position :  Member
Duration :  January 2009-Currently holding

Organization:  Christian Heath Care Center  Wyckoff, NJ
Position :  CHCC Foundation Board
Duration :  2017-Currently holding


Education
Bachelor of Arts - Economics  Rutgers Univeristy - NJ
August 1974-May 1978

MBA - Finance and International Business  Fordham University - NY, NY
August 1978-January 1980



FAQs

  • Do you have a customer satisfaction or refund policy? Our fees are all in arrears and there is no termination penalty.
  • What are your qualifications? What is your education background? BA, MBA, CFA
  • What is your approach to financial planning? Customized and in depth using state of the art software that allows all financial data to be considered, tracked in real time, and simulated conservatively.
  • What services do you offer? Financial planning, investment management and coordination with other financial professionals (CPAs and estate lawyers).
  • How many clients do you currently manage? >180
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DISCLOSURE


DISCLAIMER

Regency Wealth Management does not make any representation or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Regency Wealth Management?s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Andrew Aran

Andrew Aran

CFA

Biography


Andrew joined Regency Wealth Management as a Partner in 2010 after a two year affiliation with LPL Financial and over 18 years in a leadership role at Alliance Bernstein?s Fixed Income Division. As a Senior Vice President, he formed and headed Alliance?s corporate bond research group, managed institutional global credit portfolios, a credit oriented hedge fund, and a retail balanced mutual fund. He has also helped manage numerous institutional and retail bond strategies including open end and close end mutual funds and money market funds. His prior experience includes research roles at PaineWebber, Citibank, and Standard & Poors after being a Relationship Manager at The Chase Manhattan Bank. Andrew was awarded a Chartered Financial Analyst designation, has an MBA from Fordham University and a BA from Rutgers University.

My Services


Financial Advice & Consulting

Regency Wealth Management (hereinafter Regency) provides Wealth Management Services, a combination of Investment Advisory Services and Financial Planning Services.


Financial Planning for Individuals

Regency offers advice in the form of a financial plan. Clients purchasing this service alone will receive a written report providing the client with a detailed financial plan designed to help clients achieve his or her stated financial goals and objectives. In general, the financial plan may address any or all of the following areas of concern: PERSONAL: Family records, budgeting, personal liability, estate information and financial goals. TAX & CASH FLOW: Income tax and spending analysis and planning for past, current and future years. Regency may illustrate the impact of various investments on a client?s current income tax and future tax liability. DEATH & DISABILITY: Cash needs at death, income needs of surviving dependents, estate planning and disability income analysis. RETIREMENT: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals. INVESTMENTS: Analysis of investment alternatives and their effect on a client?s portfolio.


Financial Planning for Businesses

Regency may provide this service to individuals, pension and profit sharing plans, trusts, estates, foundations, charitable organizations, and corporations.


My Team


Communities Served

Alpine Ardsley
Ardsley On Hudson Armonk
Briarcliff Manor Caldwell
Cedar Grove Cedar Knolls
Englewood Cliffs Essex Fells
Fair Lawn Franklin Lakes
Glen Rock Greenwood Lake
Hastings On Hudson Ho Ho Kus
Midland Park Monroe
Montclair Mountain Lakes
New York Oakland
Oradell Paramus
Port Chester Ridgewood
Ringwood Roseland
Rye Short Hills
Sloatsburg Sparta
Tuxedo Park Vernon
Wanaque Wayne
West Nyack Wyckoff
Nationwide

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
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News & Events


The Hedge Fund Advertising Ban Lifted: What Should
When: 7/19/2013
Details:Andy Aran was quoted on Nerd Wallet Investing. ...more


Gold Investing Now: Should you buy, hold or sell?
When: 2/4/2014
Details:Andrew Aran was quoted in a Newsmax Maxlife article. ...more


Goldman Sach's investment gains lead to profit bea
When: 10/17/2012
Details:Aran quoted in Fox Business in Reuters' story on Goldman Sachs. ...more


2014 Super Bowl Breakfast
When: 1/31/2014 | By: Regency Wealth Management
Location: NY
Details:Regency Wealth Management was a proud sponsor of the 2014 Super Bowl Breakfast and the Super Bowl Breakfast Webcast.

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