Find Top Financial Advisors in Sea Girt

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.

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.

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℠

About Edelman Financial Services, LLC

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.

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).

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.

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).