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Find Top Financial Advisors in Sea Girt, New Jersey

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Sea Girt, New Jersey
Last Updated - 13-May-2022

Sea Girt has 15 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 9 non-vetted advisors in your local area. These financial advisors in Sea Girt , New Jersey have an average of 17 years of experience.

NOTE: The list of financial advisors in Sea Girt , New Jersey mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Sea Girt , New Jersey .

Qualified Financial Advisors in Sea Girt, New Jersey
Financial Advisor Experience AUM Minimum Assets Fee Structure
Daniel Chen
DC STRATEGIES, INTEGRATED WEALTH MGT.
12 Christopher Way,
Eatontown, NJ 07724
28 $40mm 500k Fee-Based
John Mossa
CFP®, EA
WELLESLEY FINANCIAL PLANNERS
130 Maple Ave,
Red Bank, NJ 07701
39 Not Specified $200,000.00 Fee-Based
Sal Marino
CFP®, CMFC®, AWMA®
EDELMAN FINANCIAL ENGINES, LLC
328 Newman Springs Road,
Red Bank, NJ 07701
24 Not Specified Not Specified Fee-Based
Peter Gellman
Law Degree and Ph.D.
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Not Specified $400,000 Fee-Based
Stephen Sassi
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
406 Forest Ave.,
Staten Island, NY 10301
14 Not Specified Not Specified Fee-Based
Farther
FARTHER FINANCE, LLC
Four World Trade Center,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Prince, NY 10012
11 $15,000,000,000 $100,000 Fee-Based
Retirable
RETIRABLE, INC.
41 East 11th Street,
New York, NY 10003
Not Disclosed $6,500,000 Not Specified Not Specified
Walter Varian
EDELMAN FINANCIAL ENGINES, LLC
340 Madison Avenue,
New York, NY 10173
15 Not Specified Not Specified Fee-Based
Jed Limmer
CIMA®
BICOASTAL WEALTH MANAGEMENT
142 West 57th Street,
New York, NY 10019
13 Not Specified Not Specified Fee-Based
Emil Ben-David
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1130 RXR Plaza,
Uniondale, NY 11556
8 Not Specified Not Specified Fee-Based
Kevin Shea
CFP®, CFA®
EDELMAN FINANCIAL ENGINES, LLC
51 JFK Parkway,
Short Hills, NJ 07078
5 Not Specified Not Specified Fee-Based
Paresh B. Shah
CFP®
PARESHAH PARTNERS LLC
960 South Broadway, Suite 115-B,
Hicksville, NY 11801
26 350 million None Not Specified
Frank Lepore
Certified in Long-Term Care (CLTC)
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Fairfield, NJ 07004
18 Not Specified Not Specified Fee-Only
Amanda Salyer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 West Germantown Pike,
Plymouth Meeting, PA 19462
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Sea Girt

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

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ
07724
Phone Number 732-982-2170

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.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services


Qualifications CRD# 732604
FirmCRD# 6413
Series 7, 63, 66

Compensation/Fee Fee-Based


Office Location 130 Maple Ave,
Suite 1B,
Red Bank,
NJ
07701
Phone Number 732-747-9775 Ext. 003

John began his career in the early 1980's as an Institutional Bond Salesman working for several investment firms including: Alex Brown & Sons, Paine Webber and George K. Baum. As a municipal bond specialist, his client base consisted of banks, insurance companies and other professional money managers.
In 2001 he had a deep-seated desire to apply his knowledge in the institutional markets to the retail investor. He joined a life insurance agency and in 2006 he received his CFP® designation. In 2015 the strong belief of the unique value offered by an independent financial advisor lured John to independence; he associated himself with Wellesley Financial Planners. Central to John's career as a financial advisor is not only to provide clients with strategies as they accumulate wealth, but also to build safe and secure income distribution strategies as they transition to retirement. His 30+ year career in the financial industry is enhanced by the following credentials. He is a CERTIFIED FINANCIAL PLANNER, ENROLLED AGENT "enrolled to represent taxpayers before the IRS".
If you're seeking an informed second opinion on Asset Allocation, Risk Management, Retirement Income, Medicare, Social Security and Tax strategies; you'll find John to be comprehensive, knowledgeable, attentive, and trustworthy.
John grew up in Holmdel where he attended St. John Vianney High School; he obtained his B.S. Degree in both Business Administration and Marketing from King's College. He resides in Red Bank: he's an active member of The National Society of Enrolled Agents, The New Jersey Society of Enrolled Agents, The Jersey Shore Running Club and The Amerigo American Vespucci Society.

About Wellesley Financial Planners

Wellesley Financial Planners was founded when financial planning was in its infancy in 1984. Our primary mission will always be to put the interests of the client first and foremost. We will objectively and fairly assist clients in every aspect of their financial lives. We aim to provide superior service that is caring and personal. We recognize that anyone who puts their trust in us deserves the highest level of expertise. Therefore our knowledge, experience and confidence must always exceed all expectations. For each of our clients we strive to help create stability and security to achieve the goals of financial independence and personal happiness. Today with the addition of two highly qualified and experienced financial planning associates and three administrators the firm of Wellesley Financial Planners serves the needs of over a thousand clients. We are proud to offer a distinct and powerful approach to personal financial planning that employs the "Spirit of Life" philosophy rarely seen elsewhere today. We invite you to join us.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 2180944
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number 732-704-7213

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I've been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they've worked so hard to achieve. Outside of work, you'll find me spending time outdoors with my wife and children or exercising to stay healthy.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4716523
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number 732-248-5777

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# 4873236
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 406 Forest Ave.,
Staten Island,
NY
10301
Phone Number 718-313-0303

As a financial advisor, I believe that financial planning and investment management go hand in hand. It is an honor and a privilege to help clients gain the confidence and peace of mind that comes from having a purposeful and comprehensive strategy in place. Outside of the office, I enjoy spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 302050

Compensation/Fee Based on Assets


Office Location Four World Trade Center,
150 Greenwich St Ste 2946,
New York,
NY
10007
Phone Number 720-744-2145

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications FirmCRD# 307472

Compensation/Fee Based on Assets, Flat Fee


Office Location 41 East 11th Street,
New York,
NY
10003
Phone Number 833-222-1807

About Retirable, Inc.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve. We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement. As a client, you'll receive: - A dedicated financial advisor helping out every step of the way - A dynamic retirement plan, designed by your advisor - Guidance at every step of your retirement journey: from Social Security to healthcare to taxes - A safe to spend income plan designed to make your savings last We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind. If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5322696
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 340 Madison Avenue,
New York,
NY
10173
Phone Number 646-779-2102

A financial planner since 2007, I take great pride in working with my clients on complex topics in a way that is easy to understand. That way, we can collaborate on creating the best plan possible for their unique life situation and help get them to the retirement they deserve. When I am not at work, I enjoy playing paddle tennis with friends, spending time with my family and am active in community service in my hometown of Darien, Connecticut.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5651469
FirmCRD# 877
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 142 West 57th Street,
New York,
NY
10019
Phone Number 212-931-7077

Jed Limmer, CIMA® is the founder and managing partner of Bicoastal Wealth Management. Jed has spent his career as a trusted advisor to some of the world's largest financial institutions, family offices, and high-net-worth individuals. Jed has built his career and his reputation by always putting his clients and their well-being first. Providing sound, unbiased financial advice is the cornerstone of Bicoastal Wealth Management's practice. Jed was destined for a career in Wealth Management, following in the footsteps of his father, a highly respected Wall Street veteran. He has spent his career helping individuals, families, and companies invest their money and navigate the financial markets. Whether they be corporate executives, entrepreneurs, businesses, or families planning for their future, Jed takes a personalized and risk-based approach to meet their needs. Jed received a B.S. in Finance and Entrepreneurship from Syracuse University, completed the Yale School of Management Investment Management Theory and Practice, and is a Certified Investment Management Analyst® (CIMA®).

About Bicoastal Wealth Management

Bicoastal Wealth Management is a full-service financial planning and wealth management group affiliated with Wedbush Securities. Wedbush Securities is a premier securities and investment services firm, providing financial services to individual, institutional and investment banking clients for over 65 years. As an organization, we thrive because of the dedication of approximately 900 colleagues in nearly 100 offices across the nation who make Wedbush a unique and successful company.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5723861
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1130 RXR Plaza,
Uniondale,
NY
11556
Phone Number 516-252-1413

As a financial planner, my job is to build relationships and create plans to help my clients reach their goals and objectives. Whether they're focused on purchasing a home, saving for a child's education or planning for a secure retirement, I help turn those dreams into reality. In my free time, I'm an avid reader and enjoy spending time with my family and volunteering in a variety of community service activities.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5692654
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 51 JFK Parkway,
Short Hills,
NJ
07078
Phone Number 862-206-7431

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 131167
Series 7, 63, 65

Compensation/Fee Based on Assets, Commissions, Flat Fee


Office Location 960 South Broadway, Suite 115-B,
Hicksville,
NY
11801
Phone Number 516-268-3446

Paresh Shah is a Wealth Strategist since 1996, helping individuals and businesses across the US to co-create innovative financial strategies that protect for today and build for tomorrow. Paresh is licensed to educate CPAs (CPE presenter) as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. Paresh was also the co-host and speaker of a new talk show "Your Money - Your Taxes" for the South Asian channel - ITV Gold. Long Island Business News awarded Paresh "2016 Honoree - Diversity in Business Award". Paresh is a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. He supports Health-Care and Education Initiatives for the financially challenged. Paresh is the Past-President of the Long Island Chapter of IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board and Past President of The Old Campionites' Association. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara and The Sister Nivedita Foundation in Rajkot all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH). He is now on the board of the IIT KGP Foundation. Paresh resides in Hicksville, NY with his wife Shimul. Their son Shamik, is pursuing Psychology at Hunters College in NYC. Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.

About PareShah Partners LLC

PareShah Partners is founded with a mission to help more people with their financial planning using our distinct approach and strategies. Having someone help to provide guidance with financial plans gives you confidence, freeing you to spend time on what you truly wish to do. We, at PareShah Partners, help ensure you have your goals and needs in place; we guide you along with the steps to pursue financial freedom so you can eventually have more time for your family and can continue with your passions.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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

Compensation/Fee Fee-Only, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

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.


Qualifications CRD# 5214607
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-679-4901

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


List of Additional Advisors in Sea Girt, New Jersey*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bob Hart
Inquire with Bob
2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5008
Alex Wenthe
Inquire with Alex
2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5023
Morgan Stanley Financial Advisors
Inquire with Morgan
2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5000
Douglas Ball
Inquire with Douglas
2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5030
William Bello
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2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5002
Thomas Tonkovich
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2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5009
Frank Garruzzo
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2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5028
Luke Dowd
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2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-974-5034
Bryan Pollack
Inquire with Bryan
2150 Highway 35, Suite 200, Sea Girt, NJ  08750 732-996-7918
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?