wiseradvisor

Alex Simon
Warren Wealth Associates

Tel: (908) 705-2229
28 Mountain Blvd
Warren, NJ 07059

Honest, Straightforward Advice

Warren Wealth Associates | Financial Advisor in Warren ,NJ

About Warren Wealth Associates

Wealth Management and asset preservation for the sophisticated investor and discerning business owner. For details on practice management see our website - warrenwealthassociates


General Information

Firm Start Year:   1996
No.of Employees:   5-9
Name of Broker/Dealer:   Commonwealth Financial Network
States Licensed in:   Multiple
Number of Years with Current Firm:   1


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Health, Long Term Care, Variable Annuity, Variable Life, Life


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Commissions, Flat Fee
Hourly Rate:   Check


Education

Bachelors Engineering, MBA Finance  Rutgers Graduate School of Management
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Faqs

  • What are your qualifications? What is your education background? 24 year professional in the field of asset management, Financial planning and retirement plans. MBA, Finance - Rutgers Graduate School of Management 1996
  • What is your approach to financial planning? We provide honest straightforward advice in an educational, no pressure environment. Getting to know our clients is first and foremost. We do not accept all clients and feel it is important that our service model be matched to the right individual. We are independent. This affords us the flexibility to plan and provide advice tailored to meet our client's needs. We use an easy to understand, transparent fee structure.
  • What services do you offer? Financial and Estate Planning, Asset Management, Goal setting and execution, Business consulting, Retirement Plans and Benefits evaluation
  • How are you compensated? How will I pay for your services? Fee, Commission. Account billing, check.
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Disclaimer

This communication is strictly intended for individuals residing in the states of FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Warren Wealth Associates. Review our Terms of Use: :https://www.commonwealth.com/termsofuse.html

Alex Simon

Alex Simon

MBA

As Managing Principal, Alex spends his days supporting his client's lifestyle and business goals. His unique Wealth Building and Estate Planning expertise has helped many work toward building businesses, retiring early, and living a comfortable life. As most will tell you, his many years of experience is evident by his thorough approach and knowledgeable advice.

Alex is a graduate of The New Jersey Institute of Technology (BS, Engineering) and The Rutgers Graduate School of Management (MBA, Finance). His years on Wall Street include time at Dean Witter, Morgan Stanley, Merrill Lynch and Raymond James. Experience has lead him to develop a state of the art, technologically-based client service model at Warren Wealth which supports his clients needs and objectives in an extremely efficient, successful and cost effective manner. Alex holds FINRA registrations (series 3,7,63, 65, 9 and 10), as well as New Jersey Life, Accident and Health licenses. Alex and his family have lived in Warren Township for over 20 years.

My Services

Financial Advice & Consulting

Is it time to let a professional take the reins and help guide you to a happy independent financial future? Alex is a seasoned vet whose advice sound like what you would hear from a rich uncle. That's because his clients are like family. He understands what is important and focus on what makes his clients feel comfortable and succeed. Alex, and his team at Warren Wealth, are educators. Their strategies are tried and true. Their process is clear and helpful. Their support and costs are simple and reliable. Want a relationship that feels like family? We welcome you to come visit with us and experience what others cherish and rely on. Like life, asset management is a balance of managing risks and seizing opportunities. Let us show you how to navigate them and secure your future.

My Team

Connie Zazzara
Connie Zazzara Client Relations Manager

Jenica Kriete
Jenica Kriete Director of Practice Management

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM