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Qualifications of Financial Advisor in Pearl River

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Financial Advisors in Pearl River, New York
Financial Advisor Office Location Phone Number
Eric Mancini, CFA, CFP, CAIA,
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
(201) 262-1040
Frank Lepore,
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
(973) 244-4237
Gregory Manto,
Iron Birch Advisors
767 Third Avenue, 38th Floor,
New York, NY  10017
(212) 759-2022
Nels Wangensteen,
MayTech Global Investments
950 Third Avenue,
New York, NY  10022
(212) 899-2737
Peter Levine, CFP®, ChFC®, CLU®,
Ameriprise Financial Services, Inc.
481 8th Avenue,
New York, NY  10001
(212) 967-1428
James J. Di Gesu,
Wealth Health LLC
5 Becker Rd,
Roseland, NJ  07068
(973) 535-9577
Stephen Sassi,
Edelman Financial Services, LLC
406 Forest Ave.,
Staten Island, NY  10301
(888) 752-6742

Information on Qualified Financial Advisors in Pearl River

Qualifications CRD# 5231486
FirmCRD# 107764
Series 65


Office Location 234 Kinderkamack Rd,
Oradell,
NJ 
07649
Phone Number (201) 2621040

Eric Mancini is a CFA Charterholder, a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), 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 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, 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.

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview 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.



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

Compensation/Fee I am a Fee-Only financial professional, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 
07004
Phone Number (973) 2444237

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# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 767 Third Avenue, 38th Floor,
New York,
NY 
10017
Phone Number (212) 7592022

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.



Qualifications CRD# 285985
FirmCRD# 285985


Office Location 950 Third Avenue,
18th Floor,
New York,
NY 
10022
Phone Number (212) 8992737

About MayTech Global Investments

MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.



Qualifications CRD# 4022345
FirmCRD# 6363
Series 7, 63, 64

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 481 8th Avenue,
Suite 507,
New York,
NY 
10001
Phone Number (212) 9671428

About Ameriprise Financial Services, Inc.

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise Financial can not guarantee future financial results



Qualifications CRD# 2295344
Series 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 5 Becker Rd,
Roseland,
NJ 
07068
Phone Number (973) 5359577

Mr.Di Gesu is Sr. Vice President of Wealth Health. Prior to joining Wealth Health, he was a member of The Bank of New York Mellon's Wealth Advisory Group in Manhattan, where he specialized in providing individual tax, personal financial planning and investment advisory services to senior executives, owners of closely-held businesses, families of intergenerational wealth and other high-net worth individuals and their families. Mr.Di Gesu has been practicing in the personal financial planning field since 1987. As a member of Executive Financial Counseling of Deloitte & Touche, he provided personal tax and financial planning services to senior executives of multinational corporations. In 1996, he joined KPMG where as Senior Tax Manager, he was responsible for offering personal tax and financial planning services to clients. He directed the development and implementation of financial planning program for international senior management team of financial institution. Mr. Di Gesu has become sought after advisor to corporate executives with various compensation and benefit plans. With comprehensive planning he enables executives to continue to focus on their management responsibilities.In addition, he provides personal wealth management services to medical practitioners and families with a special needs child since he has a daughter with special needs. Mr. Di Gesu has authored technical articles for professional publications in tax and personal financial planning. He has also appeared on network television programs as a guest consultant on personal tax and financial matters, including CNBC?s Morning Business News, CNN Headline News, CBS Evening News and The FOX Network.

About Wealth Health LLC

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and experienced resource.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (888) 7526742

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.



List of Additional Financial Advisors in or around Pearl River, New York
UBS Financial Services, Inc. Pearl River, NY
DPC Management, LLC Ramsey, NJ
Regency Wealth Management Ramsey, NJ
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