After being a financial advisor for over 25 years and advising clients during both bull and bear markets, I have found that my clients really appreciate the time that I take to educate them. This in turn helps them feel more comfortable when making decisions.
As an Edward Jones financial advisor who helps long-term investors achieve their financial dreams, I apply our 5-step process so that I understand your goals and implement customized solutions for you. After developing your investment plan, I partner with you over your lifetime to keep you on track to achieve your goals by working with you and your CPA and/or estate planning attorney to execute the needed actions.
I am a native of New Jersey and live in Randolph with my wife and our two sons.
I earned a bachelor’s degree in economics from Montclair State University in New Jersey and completed the American College of Financial Services Financial Planning Certificate Curriculum. I hold my life, accident and health insurance agent licenses, and FINRA 7, 63, and 65 registrations.
I would like to provide solutions for your goals involving planning for retirement, retirement income strategies, education savings for children or grandchildren and planning for the unexpected (insurance, annuities and long-term care insurance). In addition, I provide solutions for entrepreneurs, business owners and divorced couples.
Please ask for a complimentary financial review and give me the opportunity to provide you with a service focused on you so that we can help you reach your financial goals.
Membership Level: Small Business Membership (5 and Under Employees)
Categories: Financial Services
2 Sylvan Way, Suite 301
Parsippany, New Jersey 07054
Chamber Contact: Joseph Bonadeo